Noble Helium Ltd (ASX:NHE, OTC:NBHEF, FRA:GN1) earlier this week said it had refined its upcoming helium drilling campaign in Tanzania after 3D seismic reprocessing and gravity anomaly analysis identified two optimised firm well locations at the North Rukwa project.
Chief exploration officer and co-founder Justyn Wood told Proactive the latest work formed part of the company’s continuing effort to reduce risk before drilling. He said the reprocessed seismic and gravity data were independently pointing to the same interpretation, adding that “the most plausible explanation that is common between the two techniques is that there’s gas in the subsurface.”
Wood said the company was preparing for the possibility of encountering multiple gas lenses during the campaign. The first well is designed to target the shallower section of the structure, from zero to around 1,000 metres, while the second well is expected to test deeper formations from around 1,000 metres down to 1,750 metres or nearly 2,000 metres. The wells are expected to be nearly half a kilometre apart.
For investors, the immediate catalyst is the expected August spud. Wood said Noble Helium had four objectives for the programme: demonstrating helium in gas phase, collecting enough data to support a bookable contingent resource, testing the company’s belief that helium concentration should increase with depth, and using the results to unlock the broader North Rukwa portfolio.
He described gas-phase helium as “the most likely pathway to monetization” and said a discovery would help move the project beyond a prospective resource towards a position where Noble Helium could make decisions around commercialization.
Wood said the deeper Karoo formations were important because the company expects the helium concentration to increase with depth. He added that previous modelling work with Oxford University showed that gas phase should be present at that level in this location.
The scale of the opportunity remains a key part of the investment case. Wood said North Rukwa has a 225 Bcf mean unrisked prospective resource, based on an independent expert view using the company’s current data. He said that could place North Rukwa among the top three helium resources globally, describing it as “an enormous amount of helium.”
Ahead of the expected spud, Wood said the final long-lead items were due to arrive, while camp construction and civil works were underway. The rig is expected around mid-August, with drilling to follow soon after.
Interview highlights Noble Helium has refined its Tanzania helium drilling campaign after 3D seismic reprocessing and gravity anomaly analysis. The work has identified two optimised firm well locations at North Rukwa and helped reduce operational risk ahead of drilling. Justyn Wood said the seismic and gravity data independently point to the same likely interpretation: gas in the subsurface. Noble Helium expects the drilling campaign may encounter multiple gas lenses. The first well is expected to test the shallower part of the structure, while the second will target deeper formations down to around 1,750 metres or nearly 2,000 metres. Wood said the campaign has four objectives: demonstrate helium in gas phase, gather data for a bookable contingent resource, test whether helium concentration increases with depth, and unlock the broader North Rukwa portfolio. The company expects the Karoo formation to be important because it is effectively the first reservoir on basement at North Rukwa. Wood said prior modelling work with Oxford University indicated gas phase should be seen at that depth in this location. North Rukwa has a 225 Bcf mean unrisked prospective resource, according to an independent expert view cited by Wood. Camp construction and civil works are underway, with the rig expected around mid-August.
Proactive: Noble Helium has refined its upcoming helium drilling campaign in Tanzania. After 3D seismic reprocessing and gravity anomaly analysis, the company has identified two optimised firm well locations and reduced operational risk. Here to discuss the campaign, including the expected August spud, is chief exploration officer and co-founder Justyn Wood. Justyn, it’s good to see you.
Justyn Wood: Thanks, Jonathan. Thanks for having us on board. It’s good to see you as well.
Proactive: It’s a pleasure to have you. Talk us through the seismic and gravity work that has just been done, and what that shows you at North Rukwa.
Justyn Wood: We’re quite excited about the way this work has worked out. It’s the ongoing de-risking work that we do. There’s no rest until we’re actually drilling.
I’ve been asked to draw analogies around it, and it’s like going to the doctor. You go to the doctor and they send you off for a scan, and then they send you off for some blood tests. The scan and the blood tests collectively say, “Yeah, this is likely what’s going on.”
We’ve now got reprocessed seismic to better image the deeper section, and we’ve got the raw gravity data. Independently, both are telling us the same thing: that the most plausible explanation common between the two techniques is that there’s gas in the subsurface.
That’s been the whole point of doing the work. It has taken it even further. The coincidence of the two anomalies is suggesting that we’ll find more than one, in fact multiple lenses of gas as we drill. That’s our expectation and it’s what we’re preparing for.
Proactive: I’m guessing that expectation was why you decided to move that first well location.
Justyn Wood: Yeah. The structure migrates with depth. The crest of it moves laterally to the northeast as it gets deeper, following a fault.
We’ve decided that we want to fully test this North Rukwa structure first. There are a number of other structures around this main one, but we’ll probably test this one first by drilling the first well to optimally target the zero to 1,000-metre part of the structure, and then drill the second one to go from around 1,000 metres down to the deepest 1,750 or nearly 2,000 metres.
The wells will be nearly half a kilometre apart.
Proactive: With the spud expected in August, what are you hoping to find?
Justyn Wood: We’ve got four very clear objectives from this campaign.
First is to demonstrate helium in gas phase. To us, and it should be clear to everybody interested in the helium industry, that is the most likely pathway to monetization. The gravity and the seismic, and our understanding of the whole patient, if you like, are telling us that North Rukwa is a very good place to test that.
Second, we want to collect the information that we need to get to a bookable contingent resource. That means it is no longer prospective, where we think there’s something there, but we’ve actually discovered something. We want to quantify that within a sensible range so that we can make decisions around monetization.
The third objective is to confirm the thesis that we believe helium concentration should increase with depth.
Collectively, those three lead to our fourth objective, which is to unlock and get going on the rest of our North Rukwa portfolio. Those are the four objectives from these wells.
Proactive: Why are those deeper formations important for helium?
Justyn Wood: Like I said, we expect that helium concentration will increase with depth. The Karoo at this North Rukwa location is effectively the first reservoir on basement, and that’s where we’re expecting our helium to be coming from.
It’s the first port of call for these helium-enriched fluids. If we’re forming a gas phase at that depth, the work we did with Oxford University a few years ago showed that all variants of the modelling showed we should see gas phase at that level in this location.
Proving that we’ve got helium in gas phase would be good for the structure. We also know from the seismic now that there are opportunities at that depth along the western margin that we hadn’t previously been able to see, which we can now see with the newly reprocessed 3D data.
Proactive: What would a successful two-well programme mean for the company and the North Rukwa project?
Justyn Wood: North Rukwa has 225 Bcf of mean unrisked prospective resource. That is our independent expert view using all the data that we’ve got to date.
That’s an enormous amount of helium, and each of those structures has an identified gas phase mechanism associated with it. That would put North Rukwa in the top three helium resources on the planet.
To put it in context, it’s about 37 years’ worth of current global helium demand, or, in the doctor’s analogy, about 180 years’ worth of MRI scans globally.
It’s a big project. If we can prove that the system is working, we hope and expect that will get us to early monetization and also unlock the rest of the basin.
Proactive: Spud in August is not far away. What can we expect to see in the lead-up to that?
Justyn Wood: We’re expecting the last of the long-lead items to arrive. Camp construction is underway and the civils are now underway, so we’ll have everything set up for the arrival of the rig, probably mid-August. Then we’ll be up and running pretty soon after that.
Proactive: Plenty to look forward to. Justyn, thanks for your time this morning.
The obvious question about Grok 4.5 is whether a model priced at a fraction of its rivals delivers a fraction of the performance.
The answer, on the published evidence, is that the pricing is not the point.
SpaceX Corp (NASDAQ:SPCX) released the model on Tuesday, its first since absorbing xAI and agreeing to buy the coding tool Cursor for $60 billion.
Elon Musk described it as Opus-class, referring to Anthropic's flagship family, but faster, more token-efficient and lower cost.
Where it sits
The benchmarks tell a mixed story rather than a triumphant one.
On SpaceXAI's own published charts, Grok 4.5 beats Anthropic's Opus 4.8 on two of four coding benchmarks and loses on the other two.
Anthropic's Fable 5 leads most of those charts outright.
Independent evaluation from Artificial Analysis places Grok 4.5 fourth on its GDPval index for real-world agentic knowledge work, behind the latest Claude releases, with an Elo rating of 1543.
So it is not the most capable model available, and SpaceXAI's own data does not claim otherwise.
Why the price is not the story
Grok 4.5 costs $2 per million input tokens and $6 per million output tokens, against $5 and $25 for Opus 4.8.
But the sharper number is consumption, not price.
On one software engineering benchmark, Grok 4.5 completed tasks using an average of about 15,900 output tokens against roughly 67,000 for Opus 4.8, a gap of more than four times.
Tokens are the units of text a model processes and generates, and they are what customers actually pay for.
A model that charges less per token and uses far fewer of them compounds the savings twice over.
Artificial Analysis put the cost at $0.49 per completed task and described the model as sitting clearly on the frontier for performance against cost.
That is the answer to the value question: not half the model for half the price, but a slightly weaker model at a substantially lower total cost per job done.
What makes it different
Grok 4.5 was trained differently from most coding models.
Rather than learning only from static code, it absorbed real developer session data from Cursor, including debugging traces, multi-file changes and the corrections users made when the tool got things wrong.
That gives it a signal about how software actually gets fixed, not merely how it looks when finished.
It runs at about 80 tokens per second, supports a 500,000-token context window, and is built on a 1.5 trillion-parameter foundation trained across tens of thousands of Nvidia chips.
Its strengths, per the launch material, cluster around long-running agentic tasks: building applications end to end from a single prompt, working across multiple code repositories, and operating inside Word, Excel and PowerPoint.
It also topped a legal benchmark from Harvey, suggesting the training mix reaches beyond engineering.
The catch
Vendor benchmarks are vendor benchmarks, and independent testing is still thin.
Grok 4.5 is unavailable in the European Union until mid-July, and the Cursor acquisition has not yet closed.
Whether developers switch will depend on how the model behaves on their own work, not on cost per task in a chart.
MIDLAND, Texas--(BUSINESS WIRE)--Permian Resources Corporation (“Permian Resources” or the “Company”) (NYSE: PR) announced today that it will report second quarter 2026 financial and operating results after the market closes for trading on Wednesday, August 5, 2026. Management will host an earnings conference call on Thursday, August 6, 2026, at 9:00 a.m. Central (10:00 a.m. Eastern). Interested parties are invited to participate on the call by dialing (833) 461-5787 (Conference ID: 413137922) at least 15 minutes prior to the start of the call or via the internet at www.permianres.com. A replay of the call will be available on the Company’s website following the call.
About Permian Resources
Headquartered in Midland, Texas, Permian Resources is an independent oil and natural gas company focused on driving peer-leading returns through the acquisition, optimization and development of high-return oil and natural gas properties. The Company’s assets are located in the Permian Basin, with a concentration in the core of the Delaware Basin. Through its position of approximately 500,000 net acres in West Texas and Southeast New Mexico, Permian Resources is the second largest Permian Basin pure-play E&P. For more information, please visit www.permianres.com.
HomeMarketsDRAM makers have been outperforming hyperscalers of lateJuly 10, 2026, 5:31 a.m. ET
Chris Wood worris that future commitments on the leasing of data centers like this are liabilities that the hyperscalers are keeping off balance sheet at present. Photo: Getty ImagesA growing sense of fatigue with the artificial intelligence trade and the related arms race is prompting one strategist to advise that investors stick with the so-called picks and shovels rather than the spenders.
Jefferies chief global strategist Chris Wood prefers the memory chip makers like Micron MU, Samsung Electronics KR:005930 and SK Hynix KR:000660 rather than the hyperscalers, such as Meta META, Microsoft MSFT, Amazon AMZN and Alphabet GOOG who have committed so much capital towards developing AI, and plan to commit so much more.
, /PRNewswire/ -- Yum China Holdings, Inc. (NYSE: YUMC and HKEX: 9987, "Yum China" or the "Company") today announced that it will report its unaudited financial results for the second quarter ended June 30, 2026 before the U.S. market opens on Thursday, July 30, 2026 (after the trading hours of the Hong Kong Stock Exchange on Thursday, July 30, 2026).
Yum China's management will hold an earnings conference call at 7:00 a.m. U.S. Eastern Time on Thursday, July 30, 2026 (7:00 p.m. Beijing/Hong Kong Time on Thursday, July 30, 2026).
A live webcast of the call may be accessed at https://edge.media-server.com/mmc/p/zubr6dix.
To join by phone, please register in advance through the link provided below. Upon registering, you will be provided with participant dial-in numbers and a unique access PIN.
A replay of the webcast will be available two hours after the event and will remain accessible until July 29, 2027. Earnings release and accompanying slides will be available at the Company's Investor Relations website http://ir.yumchina.com.
About Yum China Holdings, Inc.
Yum China is the largest restaurant company in China with a mission to make every life taste beautiful. The Company operates over 18,000 restaurants under six brands across over 2,600 cities in China. KFC and Pizza Hut are the leading brands in the quick-service and casual dining restaurant spaces in China, respectively. In addition, Yum China has also partnered with Lavazza to develop the Lavazza coffee concept in China. Little Sheep and Huang Ji Huang specialize in Chinese cuisine. Taco Bell offers innovative Mexican-inspired food. Yum China has a world-class, digitalized supply chain which includes an extensive network of logistics centers nationwide and an in-house supply chain management system. Its strong digital capabilities and loyalty program enable the Company to reach customers faster and serve them better. Yum China is a Fortune 500 company with the vision to be the world's most innovative pioneer in the restaurant industry. For more information, please visit http://ir.yumchina.com.
NEW YORK, July 10, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Hub Group Inc. (NASDAQ:HUBG) and certain of the Company’s senior executives for securities fraud after its significant stock drop resulting from potential violations of the federal securities laws.
If you invested in Hub Group, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/hub-group-class-action-lawsuit.
Key Details of the HUBG ($HUBG) Class Action:
Lead Plaintiff Deadline: August 28, 2026Alleged Misconduct: Securities fraud relating to Hub Group’s financial results, revenue recognition, accounting of costs, internal controls, and prospects for/drivers of growthLargest Stock Drop: February 6, 2026 – 18% Stock DropCourt: U.S. District Court for the Northern District of IllinoisFiling Law Firm: Bleichmar Fonti & Auld (“BFA Law”)Action: Contact BFA Law to discuss your rights Investors have until August 28, 2026, to ask the Court to be appointed to lead the case. The complaint asserts securities fraud claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors in Hub Group securities. The class action is pending in the U.S. District Court for the Northern District of Illinois. It is captioned Lawler v. Hub Group, Inc., No. 1:26-cv-07596.
Why is Hub Group Being Sued for Securities Fraud?
Hub Group is a transportation and logistics freight carrier that provides trucking and related services to operators across the supply chain. Hub Group services a customer base extending across various industries, including retail, consumer products, automotive, and durable goods, and reports to be one of the largest freight transportation providers in North America.
The complaint alleges that throughout the Class Period, Defendants made materially false and misleading statements concerning the premature and incorrect revenue recognition of certain transactions, the understatement of purchased transportation costs and accounts payable, the effectiveness of internal controls, and the Hub Group’s drivers of financial results and growth.
Why did Hub Group’s Stock Drop?
On February 5, 2026, Hub Group announced that the Company’s financial statements for the first three quarters of 2025 should not be relied upon and would be restated due to “an error that resulted in the understatement of purchased transportation costs and accounts payable in the first nine months of 2025.” Hub Group revealed that its reports for those quarters “were in each case materially misstated due to the aforementioned error and should no longer be relied upon” and that “the Company [wa]s also continuing to assess the effectiveness of its disclosure controls and procedures and internal control over financial reporting and appropriate remediation steps.” Hub Group also estimated that “[t]he total amount of the reduction to accounts payable and purchased transportation costs related to this issue that was recorded during these periods is $77 million.”
This news caused the price of Hub Group stock to decline roughly 18%, from $51.33 per share at close on February 5, 2026, to $41.96 per share at close on February 6, 2026.
On May 12, 2026, Hub Group announced that it had “identified certain transactions that were prematurely or incorrectly recognized or not adequately supported,” causing its 2023 and 2024 annual reports filed with the SEC to be “materially misstated,” such that they “should no longer be relied upon.” Hub Group did not quantify the expected misstatement, although it “expect[ed] to conclude that it did not maintain effective disclosure controls and procedures and internal control over financial reporting for each of the years ended December 31, 2024 and 2023.”
This news caused the price of Hub Group stock to decline a further 13%, from $41.86 per share at close on May 11, 2026, to $36.62 per share at close on May 12, 2026.
Click here for more information: https://www.bfalaw.com/cases/hub-group-class-action-lawsuit.
What Can You Do?
If you invested in Hub Group, you may have legal options and are encouraged to submit your information to the firm.
All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.
BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, “Litigation Stars” by Benchmark Litigation, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters.
Most recently, The Legal 500 awarded BFA the most client satisfaction accolades of any plaintiff’s securities litigation law firm, with clients noting: “[t]here is no better service provider in the practice area,” “[t]he interest of the client is always front and center,” and “[t]here isn’t a better firm in this space.” One testimonial described the firm as “nimble and entrepreneurial,” with a “relentless focus on adding value for clients.”
Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.
For more information about BFA and its attorneys, please visit https://www.bfalaw.com.
NEW YORK, July 10, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Insulet Corporation (NASDAQ:PODD) and certain of the Company’s senior executives for securities fraud after its significant stock drop resulting from potential violations of the federal securities laws.
If you invested in Insulet, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/insulet-class-action-lawsuit.
Key Details of the Insulet ($PODD) Class Action:
Lead Plaintiff Deadline: August 31, 2026Alleged Misconduct: Securities fraud relating to the safety of Insulet’s Omnipod productsLargest Alleged Stock Drop: March 12, 2026 – 6.88% Stock DropCourt: U.S. District Court for the District of MassachusettsTake Action: Contact BFA Law to discuss your rights Insulet investors have until August 31, 2026 to ask the Court to be appointed to lead the case. The complaint asserts securities fraud claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors in Insulet securities. The class action is pending in the U.S. District Court for the District of Massachusetts. It is captioned Hu v. Insulet Corporation et al., No. 26-cv-13062.
Why is Insulet Being Sued for Securities Fraud?
Insulet is primarily engaged in the development, manufacture, and sale of insulin delivery systems for people with insulin-dependent diabetes through its Omnipod platform. The Omnipod platform includes: the Omnipod® 5 Automated Insulin Delivery System (“Omnipod 5”), the Omnipod DASH® Insulin Management System (“Omnipod DASH”), and the Omnipod Insulin Management System (“Omnipod Eros”).
Throughout the relevant period, Insulet misrepresented the safety of its Omnipod products as well as its ability to efficiently produce “medical grade quality at consumer electronic scale.” In reality, certain of Insulet’s products suffered from undisclosed manufacturing defects that put patient safety at risk.
Why did Insulet’s Stock Drop?
On March 12, 2026, Insulet disclosed that a manufacturing issue with its Omnipod® 5 Pods caused a “tear in the internal tubing that delivers insulin” resulting in insulin being released inside the Pod “instead of being fully infused into the body as intended.” Accordingly, Insulet “initiated a voluntary Medical Device Correction for specific lots of Omnipod® 5 Pods.”
This news caused the price of Insulet stock to drop $16.23 per share, or 6.88%, from a closing price of $236.07 per share on March 12, 2026, to $219.84 per share on March 13, 2026.
On May 26, 2026, Insulet announced another voluntary Medical Device Correction due to a manufacturing issue, this time to its Omnipod 5, Omnipod DASH, and Omnipod Eros systems. It again indicated that the manufacturing issue resulted in a tear in the tubing which “could result in insulin under-delivery.”
This news caused the price of Insulet stock to drop $7.79 per share, or 5.07%, from a closing price of $218.11 per share on May 26, 2026, to $146.01 per share on May 27, 2026.
Click here for more information: https://www.bfalaw.com/cases/insulet-class-action-lawsuit.
What Can You Do?
If you invested in Insulet, you may have legal options and are encouraged to submit your information to the firm.
All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.
BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, “Litigation Stars” by Benchmark Litigation, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters.
Most recently, The Legal 500 awarded BFA the most client satisfaction accolades of any plaintiff’s securities litigation law firm, with clients noting: “[t]here is no better service provider in the practice area,” “[t]he interest of the client is always front and center,” and “[t]here isn’t a better firm in this space.” One testimonial described the firm as “nimble and entrepreneurial,” with a “relentless focus on adding value for clients.”
Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.
For more information about BFA and its attorneys, please visit https://www.bfalaw.com.
NEW YORK, July 10, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into The Ensign Group, Inc. (NASDAQ:ENSG) for potential securities fraud after significant stock drops.
If you invested in Ensign, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/ensign-class-action-lawsuit.
Key Details of the Ensign ($ENSG) Class Action Investigation:
Investigation Overview: Securities fraud relating to Ensign’s misrepresentations about care quality at the company’s nursing facilities, as well as Ensign’s growth, margins, and regulatory complianceStock Declines: June 8, 2026 – 8.2% Stock Drop; June 10, 2027 – 3% Stock DropAction: Contact BFA Law to discuss your rights
Why is Ensign Being Investigated for Securities Fraud?
Ensign is a healthcare services company that operates skilled nursing, senior living, and rehabilitative care facilities through a network of affiliated providers. Ensign relies heavily on Medicare and Medicaid reimbursements, making government funding and regulatory compliance central to Ensign’s business model.
BFA is investigating whether Ensign misled investors about the quality of care at its facilities, as well as Ensign’s growth, margins, and regulatory compliance.
Why did Ensign’s Stock Drop?
On June 8, 2026, Hunterbrook Capital published a research report titled “Ensign: The Nursing Home Empire Built on Fatal Neglect” based on a five month investigation that alleged “Ensign’s profits can be traced to providing less care than its patients need – and less care than it is meant to provide based on the tax dollars it receives from the government.” According to Hunterbrook, Ensign padded its profit margin by understaffing its facilities while routing Medicare and Medicaid payments to affiliate entities owned or controlled by Ensign.
This news caused the price of Ensign stock to decline $13.88 per share, or 8.2%, from a closing price of $170.30 per share on June 5, 2026, to $156.42 per share on June 8, 2026.
On June 11, 2026, Muddy Waters Research published a research report titled “Ensign: Deceiving the Government at Estimated ~20% of Facilities” which alleged that Ensign “rents” required nursing-home administrator licenses from off-site administrators that do not actually oversee its facilities to create the appearance of regulatory compliance. According to Muddy Waters, genuine regulatory compliance would significantly reduce Ensign’s profitability.
On this news, the price of Ensign stock declined $4.52 per share, or 3%, from a closing price of $151.65 per share on June 10, 2026, to $147.13 per share on June 11, 2026.
Click here for more information: https://www.bfalaw.com/cases/ensign-class-action-lawsuit.
What Can You Do?
If you invested in Ensign, you may have legal options and are encouraged to submit your information to the firm.
All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.
BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, “Litigation Stars” by Benchmark Litigation, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters.
Most recently, The Legal 500 awarded BFA the most client satisfaction accolades of any plaintiff’s securities litigation law firm, with clients noting: “[t]here is no better service provider in the practice area,” “[t]he interest of the client is always front and center,” and “[t]here isn’t a better firm in this space.” One testimonial described the firm as “nimble and entrepreneurial,” with a “relentless focus on adding value for clients.”
Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.
For more information about BFA and its attorneys, please visit https://www.bfalaw.com.
Vertex Pharmaceuticals (VRTX 0.45%) is a biotech company that has steadily delivered growth to investors, thanks to its dominance in cystic fibrosis (CF) treatment. The company's portfolio of CF drugs has transformed the lives of patients and helped Vertex's earnings soar well into the billions of dollars. This is likely to continue as Vertex's solid intellectual property extends its leadership through at least the late 2030s.
And in recent years, Vertex has made moves to make this story even brighter. This is by broadening its presence into other areas, with launches of a gene editing treatment for blood disorders and a pain management drug. The company has also used acquisitions to grow, and this brings me to the recent $10 billion move.
Vertex this week announced its acquisition of Crinetics Pharmaceuticals (CRNX +0.16%), a company that may add $5 billion in peak annual revenue to Vertex's top line. With this deal taking shape, is Vertex a buy? Let's find out.
Image source: Getty Images.
Vertex's CF leadership First, let's take a look at Vertex's portfolio and general situation prior to the Crinetics move. As mentioned, the biotech is the global CF leader, specializing in CFTR modulators. These therapies correct the malfunctioning protein that causes symptoms of the disease. Since genetic mutations result in different problems with the protein, one CFTR modulator may not work for every patient. But Vertex's top drugs, Alyftrek and Trikafta, cover a lot of territory: They have the potential to treat more than 90% of the CF population.
Meanwhile, the company continues to work on possible treatments, in partnership with Moderna, for patients who can't be treated by the company's CFTR modulators. And Vertex is also developing its next generation of CF therapies. Considering the company's expertise in this area and deep pipeline, there's reason to be optimistic about leadership lasting well into the future -- and fueling steady growth. And an advancing pipeline in serious rare diseases, as well as the more common area of pain, should further bolster growth over the long run.
This expansion into other treatment areas is already bearing fruit. Earlier this year, the biotech predicted that non-CF products would contribute at least $500 million to 2026 revenue. The company has established a long track record of growth, with revenue climbing more than 600% over the past decade to $12 billion in the latest full year. And profit has also advanced, reaching more than $3 billion.
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A recently approved drug Now, let's consider the Crinetics move. Vertex is buying the company, which offers it access to the recently approved Palsonify for acromegaly, a chronic disorder caused by the overproduction of growth hormone. About 20,000 Americans are living with this disorder today. Palsonify could stand out because it's the first daily, oral treatment -- a more convenient option than the current infusions. The companies say early uptake of the drug has been strong.
Along with a pipeline of candidates and research, the deal also gives Vertex phase 3 asset atumelnant for congenital adrenal hyperplasia (CAH). The disorder, impacting 17,000 people in the U.S., involves excess androgen production that results in a variety of serious symptoms. Atumelnant could reshape the treatment landscape for this disease and also holds potential to treat Cushing's syndrome.
Together, these treatments may bring in peak revenue of $5 billion, and Vertex says this would support its goal of producing sustained revenue growth in the double digits.
Vertex is paying $10 billion, or $85 per share, in an all-cash deal. This is two times the projected peak sales figure -- and this level of sales isn't necessarily guaranteed since atumelnant hasn't yet reached the regulatory approval stage. So, this isn't a dirt cheap price, and the intended goals aren't guaranteed. This means some risk is involved.
Still, it's a fair price considering the strength of the late-stage pipeline and a wise move for Vertex as Crinetics fits nicely into its portfolio. Crinetics' specialty in rare endocrine disorders resembles Vertex's focus on CF: Both companies prioritize serious diseases within a specialty area and with significant unmet need. And these diseases involve well-understood biology that may be targeted to transform their treatment. Vertex is also entering this story at the right time, shortly after the Palsonify launch, so that it may apply its commercialization expertise early on. And this adds an important new specialty area to the Vertex portfolio.
Though this deal may not generate enormous results overnight -- it's expected to be accretive to non-GAAP operating income in 2029 -- I think it's worth the wait. And that makes Vertex a fantastic biotech growth stock to buy and hold.
[url="]The Schall Law Firm[/url], a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Concentrix
NEW YORK, July 10, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Peabody Energy Corporation (NYSE:BTU) and certain of the Company’s senior executives for securities fraud after its significant stock drop resulting from potential violations of the federal securities laws.
If you invested in Peabody, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/peabody-class-action-lawsuit.
Key Details of the Peabody ($BTU) Class Action:
Lead Plaintiff Deadline: August 24, 2026Alleged Misconduct: Securities fraud relating to Peabody’s statements about the coal production at Centurion, its flagship premium hard coking coal mine.Largest Alleged Stock Drop: March 30, 2026 – 9.7% stock dropCourt: U.S. District Court for the Eastern District of MissouriAction: Contact BFA Law to discuss your rights Investors have until August 24, 2026 to ask the Court to be appointed to lead the case. The complaint asserts securities fraud claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors in Peabody common stock. The class action is pending in the U.S. District Court for the Eastern District of Missouri. It is captioned McGeachy v. Peabody, et al., No. 26-cv-01020.
Why is Peabody Being Sued for Securities Fraud?
Peabody is a producer of metallurgic and thermal coal that owns interests in 16 active coal mining operations in the United States and Australia.
According to the complaint, during the relevant period, Peabody announced it would be increasing production from its flagship premium hard coking coal mine, Centurion due to an acceleration of longwall operations. Peabody stated that shipments of Centurion’s premium hard coking coal would expand sevenfold in 2026 to 3.5 million tons and even more beyond that time. On February 5, 2026, Peabody indicated that the team was “putting the finishing touches on the Centurion mine in advance of starting longwall mining, well ahead of its original schedule.”
As alleged, in truth, the Centurion mine was facing significant commissioning challenges resulting in increased costs and volume decreases in its production.
Why did Peabody’s Stock Drop?
On March 30, 2026, Peabody announced lower sales volume from the Centurion mine due to a delivery of only 250,000 tons in the first quarter. Peabody attributed the low volume to “greater than anticipated mine commissioning challenges.”
This news caused the price of Peabody common stock to drop $3.82 per share, or 9.7%, from $39.50 per share on March 27, 2026, to $35.68 per share on March 30, 2026.
Then, on May 5, 2026, Peabody announced additional delays to the commissioning of the Centurion mine as well as increased costs and lower volume. Peabody stated it only expected to sell about 300,000 tons in the second quarter and reduced its full year sales outlook for Centurion from 3.5 million tons to 2.5 million tons.
This news caused the price of Peabody common stock to drop $1.52 per share, or 5.7%, from $26.52 per share on May 4, 2026, to $25.00 per share on May 5, 2025.
Click here for more information: https://www.bfalaw.com/cases/peabody-class-action-lawsuit.
What Can You Do?
If you invested in Peabody, you may have legal options and are encouraged to submit your information to the firm.
All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.
BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, “Litigation Stars” by Benchmark Litigation, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters.
Most recently, The Legal 500 awarded BFA the most client satisfaction accolades of any plaintiff’s securities litigation law firm, with clients noting: “[t]here is no better service provider in the practice area,” “[t]he interest of the client is always front and center,” and “[t]here isn’t a better firm in this space.” One testimonial described the firm as “nimble and entrepreneurial,” with a “relentless focus on adding value for clients.”
Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.
For more information about BFA and its attorneys, please visit https://www.bfalaw.com.
Copia Power develops, owns and operates integrated large-scale energy and digital infrastructure campuses across the U.S. Copia works alongside utilities to help unlock new power capacity, accelerate infrastructure development, and support sustainable long-term grid reliability and ratepayer affordability Highly thematic investment supporting the build-out of U.S. AI infrastructure, where access to scalable, reliable power has become an increasingly critical enabler of continued data center development EQT will partner with Copia Power's management team to scale the platform, accelerate priority development projects, and expand its integrated campus model across the U.S. , /PRNewswire/ -- EQT is pleased to announce that EQT Infrastructure VII ("EQT") has agreed to acquire Copia Power ("Copia" or the "Company") from global investment firm Carlyle (NASDAQ: CG).
Copia develops integrated energy campuses that bring generation, high-voltage transmission, and data center load together at the same interconnection position, providing a differentiated approach that enables AI infrastructure growth on an accelerated timeline. Today, the Company has over 2.6 GW of energy generation and storage assets in operation or under construction and is actively developing over 9 GW of grid-connected data centers supported by Copia's portfolio of gigawatt-scale energy campuses, comprising more than 25 GW of solar and storage and 7 GW of natural gas generation assets.
The transaction aligns with EQT's focus on investing behind the infrastructure underpinning global demand for artificial intelligence and supporting energy security. The rapid adoption of AI is driving a new era of infrastructure investment, with global demand for compute capacity accelerating at an unprecedented pace. Data center and energy investment is expected to reach into the trillions of dollars over the coming years, and energy has become the primary bottleneck to data center growth. As a result, digital and energy infrastructure must increasingly scale together. Copia's integrated model addresses that constraint, giving utilities a single route to add generation and load on an accelerated timeline, and providing hyperscalers and other customers a path to firm, grid-connected power in markets where interconnection queues have become a key hurdle, while supporting ratepayer affordability through the promotion of bring-your-own generation models.
The acquisition of Copia further expands EQT's growing portfolio of AI infrastructure investments in the U.S., which spans data centers, energy, and fiber connectivity through companies including EdgeConneX, Zayo, Cypress Creek Energy, and Scale. EQT is actively encouraging collaboration across this portfolio — connecting power generation, digital infrastructure, and connectivity capabilities to deliver integrated solutions for hyperscalers and utilities. Copia's integrated campus model is a natural complement to these capabilities, and EQT sees meaningful opportunity for Copia to contribute to these collaborations as demand for AI infrastructure accelerates. EQT will support Copia's management team in scaling the platform, advancing priority development projects, and expanding its integrated campuses strategy throughout the U.S.
Ray Henger, CEO of Copia Power, said: "We are excited to partner with EQT as we enter Copia's next phase of growth. Since our founding, we have focused on solving one of the most important challenges facing the U.S. power market: bringing generation, transmission and large-scale load together in a way that accelerates delivery for customers and utilities. EQT's deep infrastructure experience and long-term perspective bring the ideal partner as we continue to scale our platform and develop the energy infrastructure needed to support AI and electrification."
Alex Darden, Partner and Head of EQT Infrastructure Americas, said: "The rapid adoption of AI is transforming infrastructure demand, making energy an increasingly critical enabler of digital infrastructure. Copia has built a differentiated platform at the intersection of these two themes, and we believe it is exceptionally well positioned for long-term growth. We look forward to partnering with the management team to accelerate development, scale the platform, and help build the infrastructure that will support the next generation of AI."
The transaction is subject to customary conditions and approvals. It is expected to close by the end of 2026.
EQT Infrastructure VII is currently expected to be activated and begin charging management fees around year-end 2026. Upon activation, and with the acquisition of Copia Power, EQT Infrastructure VII is expected to be 0-5 percent invested (including closed and/or signed investments, announced public offers, if applicable, and less any expected syndication) based on target fund size and subject to customary regulatory approvals. EQT Infrastructure VI is currently 75-80 percent invested and continues to be in its commitment period, management fees will, following activation of EQT Infrastructure VII, be based on net invested capital.
The information contained herein does not constitute an offer to sell, nor a solicitation of an offer to buy, any security, and may not be used or relied upon in connection with any offer or solicitation. Any offer or solicitation in respect of EQT Infrastructure VII will be made only through a confidential private placement memorandum and related documents which will be furnished to qualified investors on a confidential basis in accordance with applicable laws and regulations. The information contained herein is not for publication or distribution to persons in the United States of America. Any securities referred to herein have not been and will not be registered under the U.S. Securities Act of 1933, as amended (the "Securities Act"), and may not be offered or sold without registration thereunder or pursuant to an available exemption therefrom. Any offering of securities to be made in the United States would have to be made by means of an offering document that would be obtainable from the issuer or its agents and would contain detailed information about the issuer of the securities and its management, as well as financial information. The securities may not be offered or sold in the United States absent registration or an exemption from registration.
Contact
EQT Press Office, [email protected]
This information was brought to you by Cision http://news.cision.com
3 Stocks With Monopoly Power—and Minimal CompetitionCopart NASDAQ: CPRT Executive Chairman and incoming Chief Executive Officer Jay Adair told investors the company is preparing to accelerate growth initiatives as he returns to the CEO role, emphasizing that the leadership change is not temporary and that the salvage vehicle auction company remains focused on long-term expansion.
Speaking on a conference call held between earnings releases, which Adair said was the first such call in Copart’s more than three decades as a public company, he said his return was decided jointly with outgoing CEO Jeff, whom he described as a “dear friend.”
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3 Oversold Stocks Flashing Bullish Reversal Signals“My intent is to lead the company for the next 10+ years,” Adair said. “This is not an interim arrangement.”
Adair, who said he joined Copart 37 years ago in 1989, used the call to outline the company’s history in online auctions and international expansion, as well as its current priorities. He said Copart’s strategy rests on three growth pillars: international insurance expansion, domestic whole-car expansion and technology services for customers.
Copart Points to Three Growth Pillars These 2 Auto Stocks Are Profiting as Used Cars and Parts ThriveAdair said Copart is “going to focus and double down” on initiatives tied to its three core growth areas. He said the company plans to speed up some of those efforts, which will require building a “more robust team,” including promotions and outside hiring.
When asked how long it would take to reinvigorate the growth engine, Adair said the timeline would be measured in quarters rather than years.
He also said mergers and acquisitions will be part of the strategy across all three pillars, alongside internal investment. Asked about build versus buy, Adair said, “We’re going to do both.”
Adair said Copart would remain disciplined in M&A and focus on opportunities within its industry. “We’re not going to go out and buy something that has nothing to do with our industry,” he said. He added that the company could take on debt for the right deal, despite its historically conservative balance sheet approach.
International Expansion Expected to Accelerate Adair said Copart plans to “fire” its international growth engine “back up again,” after previously slowing expansion while working through different operating models, including in Germany. He said the company is now profitable in Germany and understands how to grow in that market.
Copart reported that international unit volumes grew 5.9% and international revenue grew 14.1% year over year in the third quarter of fiscal 2026, with contributions from both insurance and non-insurance channels, according to Adair.
He said the company’s buyer network spans more than 160 countries and remains a key driver of auction returns. Adair highlighted international buyers, crossover buyers and finance buyers as critical contributors to U.S. insurance average selling prices, which he said reached an all-time high in the most recent quarter and rose approximately 4.1% year over year.
Management Sees Insurance Pressures as Cyclical Adair addressed what he described as cyclical headwinds in the U.S. insurance market, saying the company is seeing the impact of an “unprecedented dislocation” across the industry. He said inflation from 2022 to 2024 pushed carrier combined ratios out of balance, leading to rate increases and prompting some consumers to reduce coverage through higher deductibles or liability-only policies.
However, Adair said he believes those pressures are beginning to soften and that insurers are becoming more aggressive again. “We believe the consumer retrenchment is cyclical, not structural,” he said.
Adair also reiterated that total loss frequency reached approximately 23.6% in the most recent period, up nearly five percentage points over the past four years. He said higher repair costs and strong auction returns make total loss decisions more attractive to carriers. He noted that total loss frequency was about 8% when he began at Copart.
Balance Sheet and Capital Allocation Adair said Copart had nearly $4.2 billion in cash as of the third quarter of fiscal 2026, after deploying $1.6 billion into share repurchases. He said the company has “no debt on the balance sheet to speak of” and has the liquidity to evaluate strategic options.
Asked about recent land purchases, Adair said Copart has built an “amazing network” of locations and acreage. He said land buying and development, which he described as roughly half a billion dollars a year over the last decade, is “definitely going to slow down,” though some development and add-ons remain.
AI, Whole Cars and Purple Wave Adair said artificial intelligence is becoming a near-term focus, saying Copart thinks about AI “in quarters, not years.” He said the company has a head of AI and has guided employees on preferred tools. He described efficiencies as the obvious use case and said strategic applications are also being evaluated, though he declined to provide details.
On domestic whole-car growth, Adair said the business has historically been a growth engine and that he wants to see it “increase dramatically.” He said Copart is considering restructuring and other strategic moves, with a goal for the business to look “very different” in three to four quarters.
Chief Financial Officer Leah Stearns also addressed Purple Wave, saying its expansion strategy is focused primarily on building out a territory sales force to serve enterprise accounts. She said Purple Wave is domestically focused and is expanding from its Central Time Zone base toward coastal markets, initially targeting areas with the highest gross merchandise potential, with that roadmap expected to continue through 2027.
Adair closed the call by saying Copart remains customer-focused and will continue to emphasize auction liquidity. He said he expects to provide more detail when the company reports its quarter and fiscal year results in the coming months.
About Copart NASDAQ: CPRTCopart NASDAQ: CPRT is a global provider of online vehicle auction and remarketing services, focused primarily on the sale of salvage and clean-title vehicles. The company operates a technology-driven auction platform that connects sellers — including insurance companies, vehicle finance firms, rental car companies, dealerships and fleet owners — with a broad buyer base consisting of vehicle dismantlers, recyclers, rebuilders and retail buyers. Copart's business model centers on efficient vehicle disposition using digital bidding and logistics services to maximize recovery value for its clients.
Core services include hosting live and timed online auctions, vehicle listing and inspection support, title processing, and transportation and storage solutions.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
Should You Invest $1,000 in Copart Right Now?Before you consider Copart, you'll want to hear this.
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Investors looking for a cheap stock with significant upside potential may want to consider Ally Financial (ALLY +1.42%). Ally is one of just a few dozen stocks in the Berkshire Hathaway portfolio, added several years ago by former CEO Warren Buffett. That says a lot right there.
Ally is also one of the first fully online banks, with its origins as General Motors' auto financing arm. While it is a full-service online bank, it is one of the largest auto loan lenders, and that segment of its business is the largest.
The stock has sputtered this year -- it's down 2.7% year to date and up about 9% over the past year. But it has a solid track record, averaging about 10.7% returns over the past 10 years.
But there are some strong reasons why Ally stock should be headed higher over the next year or so.
Image source: Getty Images.
Ally is seeing solid margin improvement Ally launched its "Focused. Forward" strategic plan in 2025, and the results of this effort to reduce complexity, refocus on core strengths, and enhance expense and capital discipline have started to pay off.
In the first quarter, Ally increased net financing revenue by 8% to $1.6 bilion and lowered noninterest expenses by 24%. That resulted in net income of $291 million, or $0.93 per share, up from a net loss of $253 million in Q1 of 2025.
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Further, its net interest margin (NIM) rose 17 basis points year over year to 3.5%. And management expects that to widen over the rest of the fiscal year. In its first-quarter guidance, Ally targeted a NIM of 3.6% to 3.7%, which would mark significant year-over-year growth from Q1.
This is due to several factors, including expense reduction and anticipated revenue gains. Ally had a record 4.4 million auto loan applications in Q1 and was selective, with originations of $11.5 billion, up 13% year over year. This resulted in improved credit quality, as net charge-off rates dropped year over year in Q1, and management expects them to move lower at the midpoint in 2026.
An underlying tailwind for Ally has been a boost in the average loan yield to 9.27%, up from 9.11% in the same quarter a year ago. Auto loan originations generated a robust 9.6% yield.
Looking forward, Ally should benefit from $18 billion in CDs maturing in 2026, management said on the Q1 earnings call. Those CDs carry a weighted average yield of close to 4%. So with deposit rates lower, Ally should be able to replace those higher-yield CDs with new, lower-rate funding.
In addition to this momentum, Ally stock is currently dirt cheap, trading at just 11 times earnings and 8 times forward earnings. That clearly makes it a good buy right now.
Opendoor Technologies (OPEN) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.
WD-40 stock jumped 15% ahead of the open Friday after its earnings highlighted the old-fashioned value in having a good product and knowing how to sell it
Shawn Quill z KPMG hovořil na Bloombergu o současném mistrovství ve fotbale, na které „americký soccer čekal“. Mohamed El-Erian si myslí, že americká centrální banka letos se sazbami nepohne ani nahoru, ani dolů. A bude podle něj probíhat lehčí forma globalizace. Goldman Sachs poukazuje na vztah mezi zisky v polovodičích, výdaji a volným tokem hotovosti u hyperscalerů. A Tim Urbanowicz z Goldman Sachs se domnívá, že akcie malých firem budou svou dosavadní dynamiku do konce roku postupně ztrácet.
Zisky v polovodičích a výdaje u hyperscalerů
Goldman Sachs v následujícím grafu porovnává vývoj zisků výrobců polovodičů s meziroční změnou volného toku hotovosti hyperscalerů. Tedy toho, co jim z provozního toku hotovosti zůstane po investicích. V roce 2024 se obě křivky začaly znatelně oddělovat. Zatímco volný tok hotovosti hyperscalerů prudce ztrácí na tempu růstu kvůli rostoucím investicím, zisky v polovodičích si i díky těmto investicím udržují vysoká tempa růstu:
Zdroj: X
Na tohle americký „soccer“ čekal
Shawn Quill z KPMG hovořil na Bloombergu o tom, že návštěvnost současného mistrovství světa ve fotbale výrazně převyšuje návštěvnost mistrovství předchozího. Od toho se pak odvíjí to, jaké tržby v řadě oblastí událost generuje. Expert místo výrazu fotbal důsledně používal jeho americkou verzi soccer, který se podle něj v USA nyní stává předmětem zájmu běžných lidí. Poslední zápas Američanů sledoval podobný počet lidí jako finále NBA. Přestávky na hydrataci pak komentoval s tím, že někdy je teploty během zápasu skutečně vyžadují, ale „pro sponzory není na škodu, pokud existuje další přestávka.“
Profesionální fotbal v USA podle Quilla „na tento moment čekal, nyní z něj těží.“ Budují se stadiony speciálně určené pro tento sport, existuje přitom i určitý „Messi efekt“, který lidi k fotbalu přitahuje. „Myslím, že už brzy to v USA nebude jen pátý sport,“ dodal expert. Ziskovost domácí ligy se přitom bude samozřejmě odvíjet od zájmu společnosti, souvisejících televizních práv a dalších příjmů. Quill hovořil i o tom, že sport představuje investiční příležitosti, ty jsou ale poměrně vzácné kvůli tomu, že neexistuje mnoho investovatelných aktiv. Za zajímavé považuje to, že o tuto oblast jeví znatelný zájem private equity společnosti. A velká část potenciálních investic není v USA, ale jinde, včetně Evropy.
Euronews pak přináší v souvislosti s probíhajícím mistrovstvím informaci, že Evropský parlament hodlá požadovat vyšetření kauzy s červenou kartou pro amerického hráče Folarina Baloguna. Konkrétně by měla být vyšetřena role šéfa organizace FIFA Infantino poté, co americký prezident Trump hovořil o tom, že mu ohledně této karty volal. FIFA pak její platnost odvolala a hráč mohl nastoupit do zápasu s Belgií. Podle Trumpa tím eliminovala „velkou nespravedlnost“. Infantino zdůrazňuje nezávislost disciplinární komise FIFA, ale Evropský parlament hovoří o „bezprecedentnosti a neospravedlnitelnosti“ tohoto kroku.
Momentum na malých firmách bude slábnout
Tim Urbanowicz z Goldman Sachs se domnívá, že akcie malých firem, které doposud získávaly před velkými společnostmi znatelný náskok, už budou tuto dynamiku do konce roku postupně ztrácet. Hlavním tahounem uvedeného dění přitom byly podle experta vysoké investiční výdaje hyperscalerů, tento faktor ale bude postupně slábnout, a bude se tudíž méně projevovat na výsledcích a akciích menších společností. Na to, aby tento segment trhu zase znatelně ožil, „musí přijít cyklický příběh a příběh týkající se sazeb.“
Klíčový je pro akcie malých firem zejména vývoj ekonomického cyklu, což je podle experta faktor, který bude nyní působit pozitivně. Významnou roli ale hrají i zmíněné sazby. U nich se domnívá, že trhy dělají chybu, když nyní reflektují jejich zvyšování. „Nemyslím si, že k tomu dojde, jsou tu slabší data z trhu práce, poněkud polevuje tlak z Íránu a Fed klade důraz na inflaci,“ řekl Urbanowicz. Podle něj se tak bude názor na další vývoj sazeb obracet a s tím bude opět růst zájem o akcie menších společností. A nejen o ně – podle experta bude tento obrat podporovat i širší rally na akciovém trhu.
Fed se sazbami nepohne, končí zneužívaná globalizace
Mohamed El-Erian si myslí, že americká centrální banka letos se sazbami nepohne ani nahoru, ani dolů. Ekonom přitom očekává, že inflace v USA nyní kulminuje a již brzy by měla začít klesat. Zůstanou ale inflační tlaky ze strany umělé inteligence, respektive ty vyvolané vysokými investicemi do této technologie. Fed by ale podle ekonoma neměl celkově na přechodné faktory reagovat, což se nyní týká zejména vlivu cen ropy a cel.
K tomu ekonom dodal, že za Jay Powella centrální banka učinila několik chyb a její nový předseda Kevin Warsh by měl napravit fungování této instituce tak, aby k něčemu podobnému už nedocházelo. El-Erian již dříve kritizoval centrální banku za to, co je podle něj přílišný důraz na aktuální data přicházející z ekonomiky. Podle experta by Fed měl mnohem více spoléhat na svůj výhled a předpovědi. Proč by ale Fed neměl kvůli očekávanému poklesu inflačních tlaků sazby snižovat? Na to je podle ekonoma ještě příliš brzy, je lepší počkat. Nižší sazby také nevyžaduje ekonomika, která si vede dobře.
El-Erian si tedy myslí, že v americké centrální bance budou probíhat reformy, jedna z nich se týká odklonu od tzv. forward guidance. Tedy snahy dopředu indikovat postup a reakce Fedu. K tomu ekonom dodal, že snaha o reformy je „nakažlivá“, což je znát například na tom, že nyní se od forward guidance chce odvrátit i ECB. Mezi trhy a Fedem se přitom „vytvořila vzájemná závislost“, která podle experta není přínosná a bylo by vhodné, aby ji Fed narušil. Trhy ale mohou být na nějaký čas volatilnější právě kvůli tomu, že Fed nebude pokračovat ve forward guidance.
Ekonom zmínil i to, že v politice nastal odklon od čistě ekonomického uvažování a podle něj může být do určité míry přínosné, pokud se nebude vše točit jen kolem volných trhů. Za příklad uvedl globalizaci, která šla v duchu svobodných trhů, ale přinesla mimo jiné i významné, ačkoliv ne vždy vítané redistribuční efekty. Podobné tomu bylo s přijetím Číny do systému mezinárodního obchodu, které sebou mělo nést z hlediska Číny i plnění určitých závazků, k němuž ne vždy došlo. „Využila globalizaci, ale nedostála své zodpovědnosti.“ El-Erian si tak myslí, že nastává přechod k „lehčí globalizaci“. Ta bude stále probíhat, ale bude více pod kontrolou, „aby nedocházelo k jejímu zneužívání.“
SummaryCentury Communities remains a buy at deep value, supported by a strong balance sheet and despite sector-wide secular headwinds.CCS faces margin and demand headwinds, with gross margins at historic lows and Q1 deliveries down 12% year-over-year.Despite revenue and delivery declines, CCS maintains robust capital management via buybacks and a 2% dividend, with debt-to-capital stable at 32.2%.Valuation is compelling: CCS trades at a rock-bottom 0.73 P/B, offering 33% upside to historical cycle highs if market conditions normalize. PixelVista/E+ via Getty Images
When I upgraded Century Communities Inc. (CCS) to a buy last October, I made a bullish case from valuation, buybacks, and positive seasonal dynamics. While I looked forward to a price breakout to establish follow-through momentum, I also
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Jason Kidd is the chief operating officer at Chipotle. Chipotle Chipotle chief operating officer Jason Kidd visits roughly a dozen Chipotle stores every week — and said he's always on the hunt for talent.
At the end of each day, Kidd told Business Insider he sits down for a roughly 90-minute dinner with three or four members of the regional team in the market he's visiting.
He said these meals help strengthen day-to-day operations and offer him a chance to get to know employees. It also gives him an opportunity to scan for internal promotions.
"We're constantly identifying internal talent during these visits, seeing how people show up and see how they react," said Kidd. Last year, Chipotle promoted 23,000 workers.
As of March of this year, the restaurant chain had over 4,100 locations globally and employed over 135,000 people. All of the company's regional vice president promotions last year were internal, Kidd said. The company plans to open up to 370 new restaurants this year.
Those dinners provide a chance to "get to know people in a different way," said Kidd, who joined Chipotle last year, after serving as COO at Taco Bell.
Specifically, the dinners are a chance to learn more about employees — what they want to do and whether they're interested in advancing their careers. When he's considering someone for a promotion, he said he's looking for four key qualities.
The first is people who take care of one another and work well in groups.
"At the end of the day, we run a people business," Kidd said. "So you need to make sure you take care of your people."
As workers climb the leadership ladder, Kidd said, collaboration becomes increasingly important, along with building both personal and professional connections.
The second quality he looks for is people who "own the outcome."
When he asks them how things are going, they take responsibility — whether the news is good or bad — and give him an honest assessment.
"They know how to deliver results," Kidd said, adding that "if somebody can own the outcome of what they're doing, they're likely going to be a good leader."
The third trait is the ability to anticipate problems instead of simply reacting to them.
"We don't need firefighters; we need people who could be ahead of the issues and anticipate what's going on," he said.
The fourth quality is strong problem-solving skills. In the restaurant business, plenty can go wrong. Kidd said he's looking for leaders who don't just flag issues — anyone can identify a problem — but also come up with solutions.
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Here are three stocks with buy rank and strong value characteristics for investors to consider today, July 10:
Nexa Resources S.A. (NEXA - Free Report) : This zinc mining company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing by 34% over the last 60 days.
Nexa Resources has a price-to-earnings ratio (P/E) of 4.61 compared with 22.80 for the S&P. The company possesses a Value Scoreof A.
Cimpress plc (CMPR - Free Report) : This printing products company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing by 5.3% over the last 60 days.
Cimpress has a price-to-earnings ratio (P/E) of 21.70 compared with 27.39 for the S&P. The company possesses a Value Score of A.
Hudson Pacific Properties, Inc. (HPP - Free Report) : This real estate investment trust carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its next year earnings increasing 4% over the last 60 days.
Hudson Pacific Properties has a price-to-earnings ratio (P/E) of 14.55 compared with 22.80 for the S&P. The company possesses a Value Score of A.
See the full list of top ranked stocks here.
Learn more about the Value score and how it is calculated here.
Britský nízkonákladový letecký dopravce EasyJet obdržel novou nabídku na převzetí od investiční skupiny Apollo Global Management ve výši 715 pencí za akcii. Tato nabídka překonává konkurenční návrh společnosti Castlelake, což podle agentury Bloomberg přináší nečekaný zvrat v celém akvizičním procesu a otevírá prostor pro možnou akviziční bitvu mezi těmito dvěma americkými investičními fondy.
Vzhledem k tomu, že nabídka fondu Apollo v hodnotě 5,7 mld. GBP (7,6 mld. USD) je výhodnější než návrh Castlelake ve výši 5,5 mld. GBP, EasyJet již nemá v úmyslu doporučit původní návrh Castlelake, uvádí aerolinka v pátečním prohlášení. Finanční podmínky navrhované hotovostní nabídky od Apolla jsou naopak na úrovni, kterou by představenstvo akcionářům EasyJetu doporučilo.
Náhlý vstup společnosti Apollo do vyjednávání následuje po několika kolech rozhovorů z uplynulého měsíce mezi EasyJetem a fondem Castlelake, který svou nabídku neustále navyšoval, aby udržel jednání v chodu. Castlelake potřeboval pět pokusů a nabídku 690 pencí za akcii, aby přesvědčil EasyJet ke zpřístupnění účetních knih. Castlelake tak nyní podle Bloombergu musí zvážit, zda dokáže přijít s ještě vyšší částkou a Apollo přeplatit.
Společnosti Castlelake a EasyJet prodloužily formální lhůtu pro předložení závazné nabídky (tzv. „put up or shut up“ deadline) do 3. srpna.
Akcie EasyJet Akcie EasyJet (EZJ) dnes na londýnské burze rostou o 14,60 % na 674,05 GBX. Akcie se obchodují rovněž na frankfurtské burze pod tickerem EJT1, kde posilují o 13,15 % na 7,88 EUR.
Samenstelling van de kasmiddelen van Eightco per 8 juli 2026: 90 miljoen dollar aan aandelen in OpenAI (indirect), 18 miljoen dollar aan aandelen in Beast Industries, 16.278 ETH, 283 miljoen WLD in bezit, en 149 miljoen dollar aan contanten en kasequivalenten, in totaal ongeveer 397 miljoen dollar
Worldcoin-token (WLD) nu genoteerd op Robinhood (NASDAQ: HOOD), waarbij de toegang tot miljoenen wordt uitgebreid
OpenAI heeft onlangs bekendgemaakt dat het een vertrouwelijk S-1-document heeft ingediend, waarmee het de weg vrijmaakt voor een beursgang
Eightco biedt indirecte blootstelling aan enkele van de meest innovatieve private bedrijven, waaronder OpenAI en Beast Industries
, /PRNewswire/ -- Eightco Holdings Inc. (NASDAQ: ORBS) ("Eightco" of "de onderneming") heeft vandaag een update gegeven over zijn totale portefeuille, waarbij de nadruk wordt gelegd op zijn positie in digitale activa en strategische investeringen in toonaangevende private technologiebedrijven.
ORBS Holdings & Key Metrics
The ORBS Portfolio Thesis
Per 8 juli 2026, om 18.00 uur ET, omvatten de beleggingen van ORBS een investering van 90 miljoen dollar (indirect, via SPV's) in OpenAI, een gefinancierde investering van 18 miljoen dollar in Beast Industries, een investering van 1 miljoen dollar in Mythical Games, 283.452.700 Worldcoin (WLD) tegen 0,39 dollar per WLD (volgens Coinbase), 16.278 Ethereum (ETH) en in totaal ongeveer 149 miljoen dollar aan contanten en stablecoins, wat neerkomt op een totale portefeuille van ongeveer 397 miljoen dollar.
Belangrijkste ontwikkelingen:
Het management van ORBS is van mening dat de treasuryportefeuille van de onderneming enkele van de meest essentiële componenten bevat voor het toekomstige AI- en digitale financiële systeem. De belangrijkste koppen van deze week zijn:
OpenAI heeft aangekondigd dat het zijn GPT-5.6-modellen Sol, Terra en Luna op 9 juli 2026 publiek beschikbaar zal maken. Volgens OpenAI is GPT-5.6 Sol zijn krachtigste model tot nu toe, met verbeterde prestaties op het gebied van programmeren, biologie en cyberbeveiliging (CNBC). Op 8 juli werd bovendien bekendgemaakt dat de OpenAI Deployment Company een overeenkomst heeft gesloten voor de overname van Northslope, een bedrijf dat gespecialiseerd is in toegepaste AI. Door deze overname wordt het team van de Deployment Company uitgebreid met honderden forward deployed engineers (FDE's), die nauw samenwerken met klanten om AI-systemen binnen hun organisaties te ontwikkelen. Dit onderstreept dat de AI-race mogelijk niet wordt beslist door de lancering van nieuwe modellen, maar door de vraag welk bedrijf erin slaagt ondernemingen zijn AI-oplossingen daadwerkelijk te laten gebruiken. (Axios). Op 7 juli maakte ABC bekend dat MrBeast dit najaar als gastinvesteerder ('Guest Shark') zal deelnemen aan seizoen 18 van Shark Tank. Daarmee maakt de maker met de meeste abonnees ter wereld zijn debuut als investeerder in het programma (ABC). Op 6 juli opende World zijn belangrijkste winkel in Londen. Bezoekers kunnen er kennismaken met de voordelen van Private Proof of Human en via een Orb verifiëren dat ze een mens zijn (World). Later deze maand, op 24 juli 2026, zal de hoeveelheid WLD die dagelijks op de markt komt automatisch met 43% afnemen, van ongeveer 5,1 miljoen naar 2,9 miljoen tokens per dag. Daarmee komt een einde aan de meest omvangrijke driejarige vrijgaveperiode van de token (World Foundation). Dit vrijgaveschema werd vastgelegd in de World-whitepaper bij de introductie van de token. Het bedrijf bezit 283.452.700 WLD, goed voor ongeveer 8,1% van alle WLD-tokens die momenteel in omloop zijn. Daarmee beschikt het over de grootste publiek bekendgemaakte WLD-positie ter wereld. Die positie verandert op 24 juli niet. Wat wél verandert, is dat de hoeveelheid WLD in omloop blijft toenemen, maar dat de groei van het aanbod na 24 juli ongeveer half zo snel zal verlopen als voorheen. "Het lijkt wel alsof de mogelijkheden en innovaties op het gebied van AI de markten elke week opnieuw versteld doen staan", aldus Thomas ('Tom') Lee, bestuurslid van Eightco. "De aanstaande introductie van GPT-5.6 door OpenAI en de overname van Northslope tonen aan dat de volgende fase van AI niet alleen draait om de ontwikkeling van krachtigere modellen, maar ook om het op grote schaal stimuleren van de adoptie ervan door bedrijven."
"Wat World betreft, zien wij de uitbreiding naar Londen als een weerspiegeling van het groeiende belang van een betrouwbare digitale identiteit, nu AI steeds verder geïntegreerd raakt in het dagelijks leven. Wij zijn ervan overtuigd dat ORBS dankzij zijn blootstelling aan zowel OpenAI als World een unieke positie inneemt. Deze twee platforms helpen de toekomst van kunstmatige intelligentie vorm te geven, evenals de infrastructuur die nodig is om die toekomst mogelijk te maken", vervolgde Lee.
Eightco: Blootstelling aan cruciale megatrends
Eightco is opgebouwd rond drie megatrends waarvan het bedrijf verwacht dat ze het komende decennium van innovatie zullen bepalen: kunstmatige intelligentie, digitale identiteit en de creator-economie. Het bedrijf heeft posities in elk van deze trends via indirecte investeringen in OpenAI (23% van de kasposities van ORBS), Worldcoin (28%) en Beast Industries (5%).
Kunstmatige intelligentie — OpenAI
Eightco heeft ongeveer negentig miljoen dollar geïnvesteerd in special purpose vehicles (SPV's) met blootstelling aan aandelenbelangen in de moederonderneming van OpenAI. Dit vertegenwoordigt circa 23% van de treasuryactiva, een van de hoogste openbaar gemaakte concentraties onder beursgenoteerde ondernemingen.
ChatGPT, de consumenten-app van OpenAI, is wereldwijd de nummer 1 onder de AI-apps voor consumenten (Sensor Tower) en passeerde in februari 2026 de grens van negenhonderd miljoen wekelijkse actieve gebruikers, waarmee het de snelst groeiende consumententechnologie in de geschiedenis is (UBS via Reuters).
Digitale identiteit — WLD-token
Eightco bezit meer dan 283 miljoen WLD, wat neerkomt op ongeveer 8,1% van het aanbod in omloop. Dit is wereldwijd de grootste openbaar gemaakte institutionele positie en vertegenwoordigt ongeveer 28% van de treasuryactiva van Eightco.
Worldcoin is het native token van World, een wereldwijd 'Proof of Human'-netwerk dat is gebouwd door Tools for Humanity (mede opgericht door Sam Altman en Alex Blania) en wordt beheerd door de World Foundation. De Orb-apparaten geven een privacyvriendelijke World ID uit die verifieert dat een gebruiker een uniek mens is en geen AI-agent.
Onder het aangekondigde businessmodel van World betalen applicaties een vergoeding per verificatie, terwijl de verificatie voor eindgebruikers gratis blijft. Hierbij genereren zowel de uitgevers van verificatiegegevens als het World-protocol inkomsten uit de authenticatie van geverifieerde personen. World identificeert een gecombineerde omzetkans van 6,35 biljoen dollar in dertien sectoren, variërend van het bankwezen, e-commerce, gaming en sociale media tot agentische AI (volgens Tools for Humanity).
Creator Economy — Beast Industries
Eightco heeft $18 miljoen geïnvesteerd in aandelen van Beast Industries, ongeveer 5% van de treasuryactiva.
Beast Industries beschikt over een van de grootste directe consumentenbereiken ter wereld, met een gecombineerde achterban van meer dan vijfhonderd miljoen volgers verspreid over verschillende platformen, verankerd door MrBeast als de meest bekeken persoon op YouTube wereldwijd. Naarmate AI contentproductie steeds meer tot een commodity maakt, worden distributie en het vertrouwen van het publiek steeds schaarser.
Over Eightco Holdings Inc.
Eightco Holdings Inc. (NASDAQ: ORBS) is een beursgenoteerde onderneming die een unieke Worldcoin (WLD) treasury-strategie uitvoert. Ze biedt beleggers via één beursnotering indirecte blootstelling aan drie bepalende trends van deze cyclus: kunstmatige intelligentie via haar indirecte investering in OpenAI, digitale identiteit via haar positie als grootste publieke houder van WLD en het Proof of Human-protocol, en de creator economy via haar aandelenbelang in Beast Industries van MrBeast. Ondersteund door toonaangevende institutionele beleggers, waaronder Bitmine Immersion Technologies Inc. (NYSE: BMNR), MOZAYYX, World Foundation, CoinFund, Discovery Capital Management, FalconX, Payward/Kraken, Pantera en GSR, bouwt Eightco aan de infrastructuurlaag voor menselijke verificatie in het tijdperk van agentische AI.
Voor meer informatie:
X: @iamhuman_orbs
Website: 8co.holdings
Veelgestelde vragen
Wat is het aandeel ORBS?
Eightco Holdings Inc. (NASDAQ: ORBS) is een beursgenoteerde onderneming op de Nasdaq. ORBS biedt indirecte blootstelling aan: OpenAI en Beast Industries.
Wie bezit de meeste Worldcoin (WLD)?
Eightco Holdings (NASDAQ: ORBS) bezit 283 miljoen WLD, ongeveer 8,1% van het circulerende aanbod en de grootste openbaar gemaakte institutionele positie wereldwijd.
Wat is Proof of Human?
Proof of Human is de cryptografische verificatie dat een gebruiker een unieke, levende persoon is en geen bot of AI-agent. Het is een fundamentele infrastructuur voor sociale netwerken, het bankwezen, agentische handel en elk systeem dat "één persoon, één account" vereist in het tijdperk van agentische AI.
Hoe verhoudt Eightco (ORBS) zich tot Proof of Human?
Eightco Holdings (NASDAQ: ORBS) is de grootste openbaar gemaakte institutionele houder van Worldcoin (WLD), het token dat het Proof of Human-netwerk van World aandrijft.
Wie is de CEO van Eightco Holdings?
Kevin O'Donnell is de CEO van Eightco Holdings (NASDAQ: ORBS). De raad van bestuur van de onderneming bestaat onder meer uit Tom Lee (Managing Partner en Head of Research bij Fundstrat, en voorzitter van Bitmine Immersion Technologies (NYSE: BMNR)) en, als adviseur van de raad van bestuur, Brett Winton (Chief Futurist bij ARK Invest).
Toekomstgerichte verklaringen
Dit persbericht bevat toekomstgerichte verklaringen in de zin van de Private Securities Litigation Reform Act van 1995. Alle verklaringen in dit persbericht, met uitzondering van verklaringen over historische feiten, kunnen worden beschouwd als toekomstgerichte verklaringen, waaronder, maar niet beperkt tot, verklaringen met betrekking tot: de verwachting van de onderneming dat kunstmatige intelligentie, digitale identiteit en de creator-economie het komende decennium van innovatie zullen vormgeven; de overtuiging van de onderneming dat zijn treasuryactiva enkele van de meest essentiële componenten bevat voor het toekomstige AI- en digitale financiële systeem; verklaringen over de mogelijkheid van een beursgang van OpenAI na de indiening van een vertrouwelijk S-1-document; verklaringen dat Proof of Human-verificatie een fundamentele infrastructuur vormt voor sociale netwerken, het bankwezen, agentische handel en elk systeem dat in het tijdperk van agentische AI het principe 'één persoon, één account' vereist; verklaringen over de door World geraamde adresseerbare omzetkans van 6,35 biljoen dollar in sectoren zoals het bankwezen, e-commerce, gaming, sociale media en agentische AI; verklaringen over de positie van de onderneming als de grootste publiek bekendgemaakte institutionele houder van WLD ter wereld; verklaringen dat distributie en het vertrouwen van het publiek steeds schaarser worden naarmate AI contentproductie steeds meer tot een commodity maakt; verklaringen over de ontwikkeling door de onderneming van de infrastructuurlaag voor menselijke verificatie in het tijdperk van agentische AI; verklaringen dat de notering van Worldcoin (WLD) op Robinhood de toegang voor miljoenen gebruikers vergroot; verklaringen over de mogelijkheden en de verwachte introductie van de GPT-5.6-modellen Sol, Terra en Luna van OpenAI; verklaringen over het belang van de overname van Northslope door de OpenAI Deployment Company voor de adoptie van AI binnen ondernemingen; verklaringen over het groeiende belang van een betrouwbare digitale identiteit naarmate AI steeds meer geïntegreerd raakt in het dagelijks leven; verklaringen over de verwachte afname van de groei van het WLD-aanbod na 24 juli 2026; verklaringen over de unieke positie van de onderneming dankzij haar blootstelling aan de platformen OpenAI en World; en verklaringen over de overtuiging van OpenAI dat GPT-5.6 Sol zijn 'krachtigste model tot nu toe' is. Woorden en uitdrukkingen zoals 'plannen', 'verwacht', 'zal', 'voorziet', 'blijven', 'uitbreiden', 'bevorderen', 'ontwikkelen', 'gelooft', 'verwachting', 'doelstelling', 'kan', 'prognose', 'voornemen', 'schatting', 'zou kunnen', 'zou moeten', 'gepositioneerd', 'visie' en andere woorden en uitdrukkingen met een vergelijkbare betekenis zijn bedoeld om toekomstgerichte verklaringen aan te duiden, hoewel niet alle toekomstgerichte verklaringen dergelijke termen bevatten. Toekomstgerichte verklaringen zijn gebaseerd op de huidige overtuigingen en aannames van het management, die onderhevig zijn aan risico's en onzekerheden, en vormen geen garantie voor toekomstige prestaties. De werkelijke resultaten kunnen aanzienlijk afwijken van de resultaten die in een toekomstgerichte verklaring worden genoemd als gevolg van uiteenlopende factoren, waaronder, maar niet beperkt tot: het onvermogen van de onderneming om invloed uit te oefenen op het management of de bedrijfsvoering van private ondernemingen waarin ze geen controlerend aandeelhouder is, waaronder OpenAI en Beast Industries; het risico op verliezen of afwaarderingen van de strategische investeringen van de onderneming, waaronder haar indirecte belang in OpenAI (aangehouden via speciaal opgerichte investeringsvehikels), zijn positie in WLD en haandelenbelang in Beast Industries; het vermogen van de onderneming om te blijven voldoen aan de vereisten van Nasdaq voor een beursnotering; onverwachte kosten, lasten of uitgaven die de kapitaalmiddelen van de onderneming verminderen of de inzet van kapitaal anderszins vertragen; het onvermogen om voldoende kapitaal aan te trekken om de bedrijfsactiviteiten of strategische investeringen te financieren of op te schalen; volatiliteit van de prijzen van digitale activa, waaronder WLD en ETH, die een wezenlijke invloed kan hebben op de waarde van de treasuryactiva van de onderneming; wijzigingen in regelgeving, toekomstige wetgeving en regelgevingsmaatregelen die een negatieve invloed hebben op digitale activa, de adoptie van kunstmatige intelligentie of de verzameling van biometrische gegevens; risico's die verband houden met de ontwikkeling, adoptie en marktacceptatie van Proof of Human-technologie en het World-netwerk; onzekerheid over het tempo en de ontwikkeling van de uitrol van agentische AI in zakelijke en consumententoepassingen; onzekerheid over de productroadmap van OpenAI, de verdere ontwikkeling van het bedrijfsmodel en de timing of het succes van een eventuele beursgang; risico's met betrekking tot het vermogen van Beast Industries om de verwachte groei te realiseren; concurrentie op het gebied van digitale identiteit en AI-infrastructuur; afhankelijkheid van externe bronnen voor de waardering van bepaalde investeringen; onzekerheid over het aanhoudende succes van MrBeast en de prestaties van het op creators gebaseerde bedrijfsmodel van Beast Industries; risico's die verband houden met de geconcentreerde posities van de onderneming in bepaalde digitale activa en investeringen in private ondernemingen; veranderende publieke en overheidsstandpunten ten aanzien van digitale activa of sectoren die verband houden met kunstmatige intelligentie; risico's met betrekking tot de timing, functies en commerciële ontvangst van de modelreleases van OpenAI; en het risico dat de dynamiek van het WLD-aanbod niet leidt tot de verwachte markteffecten. Gezien deze risico's en onzekerheden wordt u aangeraden om geen overmatig vertrouwen te stellen in dergelijke toekomstgerichte verklaringen. Voor een bespreking van andere risico's en onzekerheden, evenals andere belangrijke factoren die ertoe kunnen leiden dat de werkelijke resultaten van Eightco afwijken van de in dit persbericht opgenomen toekomstgerichte verklaringen, wordt verwezen naar de indieningen van Eightco bij de Securities and Exchange Commission ("SEC"), waaronder de risicofactoren en andere openbaarmakingen in haar Jaarverslag op Form 10-K ingediend bij de SEC op 15 april 2026 en andere openbaar beschikbare SEC-indieningen. Alle informatie in dit persbericht is geldig op de datum van publicatie, en Eightco is niet verplicht deze informatie bij te werken of de resultaten van eventuele herzieningen van dergelijke verklaringen openbaar te maken om rekening te houden met toekomstige gebeurtenissen of ontwikkelingen, tenzij dit wettelijk vereist is.
Zusammensetzung der Finanzmittel von Eightco zum 8. Juli 2026: 90 Mio. US-Dollar an OpenAI-Anteilen (indirekt), 18 Mio. US-Dollar an Beast Industries-Anteilen, 16.278 ETH, 283 Millionen WLD sowie 149 Mio. US-Dollar an Barmitteln und Barmitteläquivalenten, was einer Gesamtsumme von rund 397 Millionen US-Dollar entspricht
Der Worldcoin-Token (WLD) ist nun bei Robinhood (NASDAQ: HOOD) gelistet, was den Zugang für Millionen erweitert
OpenAI gab kürzlich bekannt, dass es ein vertrauliches S-1-Formular eingereicht hat und damit den Weg für einen Börsengang ebnet
Eightco bietet eine indirekte Beteiligung an einigen der innovativsten nicht börsennotierten Unternehmen, darunter OpenAI und Beast Industries
, /PRNewswire/ -- Eightco Holdings Inc. (NASDAQ: ORBS) („Eightco" oder das „Unternehmen") gab heute aktualisierte Informationen zu seinen Gesamtbeständen bekannt und hob dabei seine Position im Bereich digitaler Vermögenswerte sowie seine strategischen Investitionen in führende nicht börsennotierte Technologieunternehmen hervor.
ORBS Holdings & Key Metrics
The ORBS Portfolio Thesis
Zum 8. Juli 2026, 18:00 Uhr ET, umfassen die Bestände von ORBS eine Investition in Höhe von 90 Millionen US-Dollar (indirekt über Zweckgesellschaften) in OpenAI, eine mit 18 Millionen US-Dollar finanzierte Investition in Beast Industries, eine Investition in Höhe von 1 Million US-Dollar in Mythical Games, 283.452.700 Worldcoin (WLD) zu einem Kurs von 0,39 US-Dollar pro WLD (laut Coinbase), 16.278 Ethereum (ETH) sowie insgesamt rund 149 Millionen US-Dollar an Barmitteln und Stablecoins, was einem Gesamtportfolio von rund 397 Millionen US-Dollar entspricht.
Die wichtigsten Schlagzeilen zur Meldung:
Das Management von ORBS ist der Ansicht, dass das Treasury-Portfolio des Unternehmens einige der wichtigsten Komponenten für das künftige KI- und digitale Finanzsystem enthält. Zu den wichtigsten Schlagzeilen dieser Woche gehören:
OpenAI kündigte an, seine Modelle GPT-5.6 Sol, Terra und Luna am 9. Juli 2026 öffentlich zugänglich zu machen. Laut OpenAI ist GPT-5.6 Sol das „bislang leistungsstärkste Modell" des Unternehmens und verfügt über erweiterte Fähigkeiten in den Bereichen Programmierung, Biologie und Cybersicherheit (CNBC). Am 8. Juli wurde bekannt gegeben, dass die OpenAI Deployment Company die Übernahme von Northslope, einem Unternehmen für angewandte KI, vereinbart hat. Durch diese Transaktion wird das Team der Deployment Company um Hunderte von „Forward Deployed Engineers" (FDEs) erweitert, die gemeinsam mit Kunden daran arbeiten, KI-Systeme innerhalb ihrer Organisationen aufzubauen. Dies verdeutlicht, dass der Wettlauf um die KI möglicherweise eher davon bestimmt wird, wer Unternehmen dazu bewegen kann, seine KI-Tools einzusetzen, als von der Veröffentlichung neuer Modelle (Axios). Am 7. Juli gab ABC bekannt, dass MrBeast diesen Herbst in der 18. Staffel von „Shark Tank" als Gast-„Shark" auftreten wird. Mit diesem Auftritt gibt der Creator mit den weltweit meisten Abonnenten sein Debüt als Investor in der Sendung (ABC). Am 6. Juli eröffnete World seinen Flagship-Store in London, in dem Besucher sich über die Vorteile des „Private Proof of Human" informieren und ihre Menschlichkeit mithilfe eines „Orb" überprüfen können (World). Noch in diesem Monat, am 24. Juli 2026, wird die Menge an WLD, die täglich auf den Markt gelangt, automatisch um 43 % sinken – von etwa 5,1 Millionen auf etwa 2,9 Millionen Token pro Tag –, da die intensivste dreijährige Freigabephase des Tokens endet (World Foundation). Dieser Zeitplan wurde im World-Whitepaper bei der Einführung des Tokens festgelegt. Das Unternehmen hält 283.452.700 WLD, was etwa 8,1 % aller derzeit auf dem Markt befindlichen WLD entspricht und die weltweit größte öffentlich bekannt gegebene Position darstellt. Diese Position ändert sich am 24. Juli nicht; was sich jedoch ändert, ist, dass das Angebot an WLD weiterhin steigen wird, wobei sich das Angebot nach dem 24. Juli jedoch nur noch etwa halb so schnell erhöhen wird wie zuvor. „Es scheint, als würden die Möglichkeiten und Innovationen der KI die Märkte Woche für Woche immer wieder in Erstaunen versetzen", sagte Thomas „Tom" Lee, Vorstandsmitglied von Eightco. „Die bevorstehende Veröffentlichung von GPT-5.6 durch OpenAI und die Übernahme von Northslope zeigen, dass es in der nächsten Phase der KI nicht nur darum geht, leistungsfähigere Modelle zu entwickeln, sondern auch darum, die Einführung in Unternehmen in großem Maßstab voranzutreiben."
„Was World betrifft, so sehen wir deren Expansion nach London als Ausdruck der wachsenden Bedeutung vertrauenswürdiger digitaler Identitäten, da künstliche Intelligenz zunehmend in den Alltag integriert wird. Wir sind der Ansicht, dass ORBS durch sein Engagement sowohl bei OpenAI als auch bei World einzigartig positioniert ist – zwei Plattformen, die maßgeblich die Zukunft der künstlichen Intelligenz und die dafür erforderliche Infrastruktur mitgestalten", fuhr Lee fort.
Eightco: Beteiligung an wichtigen Megatrends
Eightco ist auf drei Megatrends ausgerichtet, die nach Einschätzung des Unternehmens das nächste Jahrzehnt der Innovation prägen werden: Künstliche Intelligenz, digitale Identität und die Creator-Economy – mit Engagements in jedem dieser Trends durch indirekte Investitionen in OpenAI (23 % der Bestände von ORBS), Worldcoin (28 %) und Beast Industries (5 %).
Künstliche Intelligenz – OpenAI
Eightco hat ca. 90 Millionen US-Dollar in Zweckgesellschaften investiert, die Beteiligungen an der Muttergesellschaft von OpenAI halten; dies entspricht rund 23 % des Eigenkapitals und stellt eine der höchsten offengelegten Konzentrationen unter allen börsennotierten Vehikeln dar.
ChatGPT, die App von OpenAI für Endverbraucher, ist weltweit die Nummer 1 unter den KI-Apps für Endverbraucher (Sensor Tower) und hat im Februar 2026 die Marke von 900 Millionen wöchentlich aktiven Nutzern überschritten, womit sie zur am schnellsten skalierenden Endverbrauchertechnologie der Geschichte wurde (UBS via Reuters).
Digitale Identität – WLD-Token
Eightco hält über 283 Millionen WLD, was etwa 8,1 % des im Umlauf befindlichen Bestands entspricht; dies ist die weltweit größte öffentlich bekannt gegebene institutionelle Position und macht etwa 28 % der Vermögenswerte des Treasury von Eightco aus.
Worldcoin ist der native Token von World, einem globalen Proof-of-Human-Netzwerk, das von Tools for Humanity, mitbegründet von Sam Altman und Alex Blania, aufgebaut wurde und von der World Foundation betreut wird. Die Orb-Geräte stellen eine datenschutzwahrende World ID aus, mit der verifiziert wird, dass ein Nutzer ein eindeutiger Mensch und kein KI-Agent ist.
Nach dem von World angekündigten Geschäftsmodell zahlen Anwendungen Gebühren pro Verifizierung, während die Verifizierung für Endnutzer kostenlos bleibt. Dabei monetarisieren sowohl Aussteller von Berechtigungsnachweisen als auch das World-Protokoll die Authentifizierung verifizierter Menschen. World sieht in 13 Branchen, darunter Bankwesen, E-Commerce, Gaming, soziale Medien und agentengestützte KI, ein adressierbares Umsatzpotenzial von insgesamt 6,35 Billionen US-Dollar (laut Tools for Humanity).
Creator-Ökonomie – Beast Industries
Eightco hat 18 Mio. USD in Aktien von Beast Industries investiert, was etwa 5 % der Treasury-Vermögenswerte entspricht.
Beast Industries verfügt über eine der weltweit größten direkten Endkundenreichweiten und erreicht plattformübergreifend insgesamt mehr als 500 Millionen Follower; getragen wird dies von MrBeast als der weltweit meistgesehenen Person auf YouTube. Da KI die Inhaltsproduktion zunehmend zur austauschbaren Ware macht, werden Verbreitung und das Vertrauen des Publikums zu immer knapperen Ressourcen.
Informationen zu Eightco Holdings Inc.
Eightco Holdings Inc. (NASDAQ: ORBS) ist ein börsennotiertes Unternehmen, das eine einzigartige Treasury-Strategie für Worldcoin (WLD) verfolgt und Anlegern über einen einzigen Ticker eine indirekte Beteiligung an drei der prägenden Trends dieses Zyklus bietet: künstliche Intelligenz durch seine indirekte Investition in OpenAI, digitale Identität durch seine Position als größter börsennotierter Inhaber von WLD sowie über das Proof-of-Human-Protokoll und die Creator-Ökonomie durch seine Eigenkapitalbeteiligung an MrBeasts Beast Industries. Unterstützt von führenden institutionellen Investoren, darunter Bitmine Immersion Technologies Inc. (NYSE: BMNR), MOZAYYX, World Foundation, CoinFund, Discovery Capital Management, FalconX, Payward/Kraken, Pantera und GSR, baut Eightco die Infrastrukturebene für die Verifizierung von Menschen im Zeitalter agentengestützter KI auf.
Weitere Informationen erhalten Sie hier:
X: @iamhuman_orbs
Website: 8co.holdings
Häufig gestellte Fragen
Was ist die ORBS-Aktie?
Eightco Holdings Inc. (NASDAQ: ORBS) ist ein börsennotiertes Unternehmen an der Nasdaq. ORBS bietet indirekte Beteiligungen an OpenAI und Beast Industries.
Wer hält den größten Bestand an Worldcoin (WLD)?
Eightco Holdings (NASDAQ: ORBS hält 283 Millionen WLD, was rund 8,1 % des Umlaufbestands entspricht und weltweit die größte öffentlich bekannt gegebene institutionelle Position darstellt.
Was ist Proof of Human?
Proof of Human ist eine kryptografische Verifizierung, die bestätigt, dass ein Nutzer ein eindeutiger, lebender Mensch und kein Bot oder KI-Agent ist. Sie bildet eine grundlegende Infrastruktur für soziale Netzwerke, Bankwesen, agentengestützten Handel und jedes System, das im Zeitalter agentengestützter KI das Prinzip „eine Person, ein Konto" erfordert.
Wie hängt Eightco (ORBS) mit Proof of Human zusammen?
Eightco Holdings (NASDAQ: ORBS) ist der größte öffentlich bekannt gegebene institutionelle Inhaber von Worldcoin (WLD), dem Token, der das Proof-of-Human-Netzwerk von World antreibt.
Wer ist Geschäftsführer von Eightco Holdings?
Kevin O'Donnell ist Geschäftsführer von Eightco Holdings (NASDAQ: ORBS). Dem Verwaltungsrat des Unternehmens gehört Tom Lee an, geschäftsführender Partner und Leiter Research bei Fundstrat sowie Vorsitzender von Bitmine Immersion Technologies (NYSE: BMNR); Brett Winton, Chef-Futurist bei ARK Invest, ist als Berater des Verwaltungsrats tätig.
Zukunftsgerichtete Aussagen
Diese Pressemitteilung enthält zukunftsgerichtete Aussagen im Sinne des Private Securities Litigation Reform Act of 1995. Alle Aussagen in dieser Pressemitteilung, bei denen es sich nicht um historische Tatsachen handelt, können als zukunftsgerichtet angesehen werden. Dazu gehören unter anderem Aussagen die Erwartungen des Unternehmens, dass künstliche Intelligenz, digitale Identität und die Creator-Economy das nächste Jahrzehnt der Innovation prägen werden; die Überzeugung des Unternehmens, dass sein Treasury-Portfolio einige der wichtigsten Komponenten für das zukünftige KI- und digitale Finanzsystem enthält; Aussagen zum Potenzial eines Börsengangs von OpenAI nach Einreichung eines vertraulichen S-1-Antrags; Aussagen, wonach die „Proof-of-Human"-Verifizierung eine grundlegende Infrastruktur für soziale Netzwerke, das Bankwesen, den agentischen Handel und jedes System bildet, das im Zeitalter der agentischen KI das Prinzip „eine Person, ein Konto" erfordert; Aussagen bezüglich des adressierbaren Umsatzpotenzials von World in Höhe von 6,35 Billionen US-Dollar branchenübergreifend in den Bereichen Bankwesen, E-Commerce, Gaming, soziale Medien und agentische KI; Aussagen zur Position des Unternehmens als weltweit größter öffentlich bekannter institutioneller Inhaber von WLD; Aussagen, dass Vertrieb und das Vertrauen der Zielgruppe zunehmend zu knappen Ressourcen werden, da KI die Produktion von Inhalten zur Massenware macht; Aussagen dazu, dass das Unternehmen die Infrastruktur für die menschliche Verifizierung im Zeitalter der agentischen KI aufbaut; Aussagen zur Notierung von Worldcoin (WLD) auf Robinhood, wodurch der Zugang für Millionen von Nutzern erweitert wird; Aussagen zu den Fähigkeiten und der erwarteten Veröffentlichung der OpenAI-Modelle GPT-5.6 Sol, Terra und Luna; Aussagen zur Bedeutung der Übernahme von Northslope durch die OpenAI Deployment Company für die Einführung von KI in Unternehmen; Aussagen zur wachsenden Bedeutung vertrauenswürdiger digitaler Identitäten, da KI zunehmend in den Alltag integriert wird; Aussagen zur erwarteten Verlangsamung des WLD-Angebotswachstums nach dem 24. Juli 2026; Aussagen zur einzigartigen Positionierung des Unternehmens durch sein Engagement bei OpenAI und den World-Plattformen; sowie Aussagen zur Überzeugung von OpenAI, dass GPT-5.6 Sol das „bislang leistungsstärkste Modell" des Unternehmens sei. Begriffe wie „plant", „erwartet", „wird", „geht davon aus", „fortsetzen", „ausbauen", „vorantreiben", „entwickeln", „glaubt", „Prognose", „Ziel", „könnte", „bleiben", „voraussagen", „Ausblick", „beabsichtigen", „schätzen", „könnte", „sollte", „positioniert", „Ansicht" sowie andere Wörter und Begriffe mit ähnlicher Bedeutung und Ausdrucksweise sollen zukunftsgerichtete Aussagen kennzeichnen, obwohl nicht alle zukunftsgerichteten Aussagen solche Begriffe enthalten. Zukunftsgerichtete Aussagen beruhen auf den aktuellen Einschätzungen und Annahmen des Managements, die Risiken und Unsicherheiten unterliegen und keine Garantie für die künftige Leistung darstellen. Die tatsächlichen Ergebnisse können aufgrund verschiedener Faktoren erheblich von den in zukunftsgerichteten Aussagen enthaltenen Ergebnissen abweichen. Dazu gehören unter anderem: die Unfähigkeit des Unternehmens, die Geschäftsführung oder den Betrieb privater Unternehmen zu steuern, an denen das Unternehmen nicht als Mehrheitsaktionär beteiligt ist, darunter OpenAI und Beast Industries; das Risiko von Verlusten oder Wertminderungen bei den strategischen Investitionen des Unternehmens, einschließlich seiner indirekten Beteiligung am Eigenkapital von OpenAI (gehalten über Zweckgesellschaften), seiner Beteiligung an WLD sowie seiner Beteiligung am Eigenkapital von Beast Industries; die Fähigkeit des Unternehmens, die Anforderungen der Nasdaq für die fortgesetzte Notierung weiterhin zu erfüllen; unerwartete Kosten, Aufwendungen oder Ausgaben, die die Kapitalressourcen des Unternehmens schmälern oder anderweitig den Kapitaleinsatz verzögern; die Unfähigkeit, ausreichendes Kapital zur Finanzierung oder zum Ausbau seiner Geschäftstätigkeit oder strategischer Investitionen zu beschaffen; Preisschwankungen bei digitalen Vermögenswerten, einschließlich WLD und ETH, die den Wert der vom Unternehmen gehaltenen Bestände erheblich beeinträchtigen könnten; regulatorische Änderungen, künftige Gesetzgebungsmaßnahmen und Vorschriften, die sich negativ auf digitale Vermögenswerte, die Einführung künstlicher Intelligenz oder die Erhebung biometrischer Daten auswirken; Risiken im Zusammenhang mit der Entwicklung, Einführung und Marktakzeptanz der „Proof-of-Human"-Technologie und des „World"-Netzwerks; Unsicherheiten hinsichtlich des Tempos und des Verlaufs des Einsatzes agentischer KI in Unternehmens- und Verbraucheranwendungen; Unsicherheiten hinsichtlich der Produkt-Roadmap von OpenAI, der Entwicklungen des Geschäftsmodells sowie des Zeitpunkts oder des Erfolgs eines möglichen Börsengangs; Risiken im Zusammenhang mit der Fähigkeit von Beast Industries, seine Wachstumsprognosen zu erreichen; Wettbewerb auf den Märkten für digitale Identitäten und KI-Infrastruktur; Abhängigkeit von Drittquellen bei der Bewertung bestimmter Investitionen; Unsicherheit hinsichtlich des anhaltenden Erfolgs von MrBeast und der Entwicklung des auf Kreative ausgerichteten Geschäftsmodells von Beast Industries; Risiken im Zusammenhang mit den konzentrierten Positionen des Unternehmens in bestimmten digitalen Vermögenswerten und Investitionen in Privatunternehmen; sich wandelnde öffentliche und staatliche Standpunkte zu digitalen Vermögenswerten oder Branchen im Bereich der künstlichen Intelligenz; Risiken im Zusammenhang mit dem Zeitpunkt, den Funktionen und der kommerziellen Resonanz der Modellveröffentlichungen von OpenAI; sowie Risiken, dass die Angebotsdynamik von WLD möglicherweise nicht zu den erwarteten Markteffekten führt. Angesichts dieser Risiken und Unsicherheiten wird davor gewarnt, sich unangemessen stark auf solche zukunftsgerichteten Aussagen zu verlassen. Eine Erörterung weiterer Risiken und Unsicherheiten sowie anderer wichtiger Faktoren, die jeweils dazu führen könnten, dass die tatsächlichen Ergebnisse von Eightco von den hierin enthaltenen zukunftsgerichteten Aussagen abweichen, findet sich in den Einreichungen von Eightco bei der Securities and Exchange Commission („SEC"), einschließlich der Risikofaktoren und anderer Offenlegungen im Jahresbericht auf Formular 10-K, der am 15. April 2026 bei der SEC eingereicht wurde, sowie in anderen öffentlich verfügbaren SEC-Einreichungen. Alle Informationen in dieser Pressemitteilung beziehen sich auf den Zeitpunkt der Veröffentlichung, und Eightco übernimmt keine Verpflichtung, diese Informationen zu aktualisieren oder die Ergebnisse etwaiger Überarbeitungen dieser Aussagen öffentlich bekannt zu geben, um künftigen Ereignissen oder Entwicklungen Rechnung zu tragen, es sei denn, dies ist gesetzlich vorgeschrieben.
Composition de la trésorerie d'Eightco au 8 juillet 2026 : une participation (indirecte) de 90 millions de dollars dans OpenAI, une participation de 18 millions de dollars dans Beast Industries, 16 278 ETH, 283 millions de WLD, ainsi que 149 millions de dollars de trésorerie et équivalents de trésorerie, pour un total d'environ 397 millions de dollars
Le jeton Worldcoin (WLD) est désormais coté sur Robinhood (NASDAQ : HOOD), élargissant ainsi son accès à des millions de personnes
OpenAI a récemment annoncé avoir déposé un formulaire S-1 confidentiel, se préparant ainsi à une offre publique
Eightco offre une exposition indirecte à certaines des entreprises privées les plus innovantes, dont OpenAI et Beast Industries
, /PRNewswire/ -- Eightco Holdings Inc. (NASDAQ : ORBS) (« Eightco » ou la « Société ») a fourni aujourd'hui une mise à jour de l'ensemble de ses participations, soulignant sa position dans le domaine des actifs numériques et des investissements stratégiques dans des sociétés technologiques privées de premier plan.
ORBS Holdings & Key Metrics
The ORBS Portfolio Thesis
Au 8 juillet 2026, à 18 h (heure de l'Est), le portefeuille d'ORBS comprend un investissement de 90 millions de dollars (indirectement, par l'intermédiaire d'entités ad hoc) dans OpenAI, un investissement financé de 18 millions de dollars dans Beast Industries, un investissement de 1 million de dollars dans Mythical Games, 283 452 700 Worldcoin (WLD) à 0,39 $ par WLD (selon Coinbase), 16 278 Ethereum (ETH) et environ 149 millions de dollars en liquidités et en stablecoins, pour un total d'actifs d'environ 397 millions de dollars.
Les principaux titres qui font l'actualité :
La direction d'ORBS estime que le portefeuille de trésorerie de la Société contient certains des éléments les plus déterminants pour l'avenir du système financier numérique et de l'IA. Parmi les principaux titres de cette semaine, on peut citer :
OpenAI a annoncé le lancement de ses modèles GPT-5.6 Sol, Terra et Luna le 9 juillet 2026. Selon OpenAI, GPT-5.6 Sol est son « modèle le plus performant à ce jour » et offre des capacités accrues dans les domaines du codage, de la biologie et de la cybersécurité (CNBC). Le 8 juillet, la société OpenAI Deployment Company a annoncé avoir conclu un accord en vue d'acquérir Northslope, une entreprise spécialisée dans l'IA appliquée. Cet accord permet à l'équipe de Deployment Company de s'enrichir de plusieurs centaines d'« ingénieurs déployés sur le terrain » (FDE) qui travaillent aux côtés des clients pour mettre en place des systèmes d'IA au sein de leurs organisations. Cela souligne le fait que la course à l'IA pourrait se jouer davantage sur la capacité à convaincre les entreprises d'utiliser ses outils d'IA que sur la publication de modèles (Axios). Le 7 juillet, ABC a annoncé que MrBeast ferait une apparition en tant qu'invité dans la saison 18 de « Shark Tank », cet automne. Cette apparition marque les débuts en tant qu'investisseur dans l'émission du créateur comptant le plus grand nombre d'abonnés au monde (ABC). Le 6 juillet, World a inauguré son magasin phare à Londres, où les visiteurs peuvent découvrir les avantages de la « preuve d'humanité » privée et vérifier leur humanité à l'aide d'un Orb (World). À la fin de ce mois, le 24 juillet 2026, la quantité de WLD mise sur le marché chaque jour diminuera automatiquement de 43 %, passant d'environ 5,1 millions à environ 2,9 millions de jetons par jour, à mesure que s'achève la période de distribution la plus intense de ce jeton, qui a duré trois ans (World Foundation). Ce calendrier a été défini dans le livre blanc de World lors du lancement du jeton. La société détient 283 452 700 WLD, soit environ 8,1 % de l'ensemble des WLD actuellement sur le marché, ce qui représente la plus importante position rendue publique au monde. Cette situation ne changera pas le 24 juillet ; ce qui changera, c'est que l'offre de WLD continuera d'augmenter, mais que le rythme de cette augmentation après le 24 juillet sera environ deux fois moins élevé qu'auparavant. « Il semble que chaque semaine, les capacités et les innovations issues de l'IA ne cessent d'étonner les marchés », a déclaré Thomas « Tom » Lee, membre du conseil d'administration d'Eightco. « Le lancement prochain de GPT-5.6 par OpenAI et son rachat de Northslope montrent que la prochaine étape de l'IA ne consiste pas seulement à développer des modèles plus performants, mais aussi à favoriser l'adoption de cette technologie à grande échelle par les entreprises. »
« En ce qui concerne World, nous considérons que son expansion à Londres reflète l'importance croissante d'une identité numérique fiable, à mesure que l'IA s'intègre de plus en plus dans la vie quotidienne. Nous pensons qu'ORBS jouit d'une position unique grâce à son exposition à la fois à OpenAI et à World, deux plateformes qui contribuent à définir l'avenir de l'intelligence artificielle et l'infrastructure nécessaire à son développement », a poursuivi T. Lee.
Eightco : exposition aux grandes tendances
Eightco s'articule autour de trois grandes tendances qui, selon la Société, devraient façonner l'innovation sur la prochaine décennie : l'intelligence artificielle, l'identité numérique et l'économie des créateurs, avec des expositions à chacune de ces tendances via des investissements indirects dans OpenAI (23 % de la trésorerie d'ORBS), Worldcoin (28 %) et Beast Industries (5 %).
Intelligence artificielle – OpenAI
Eightco a investi environ 90 millions de dollars dans des entités ad hoc détenant des participations dans la société mère d'OpenAI, ce qui représente environ 23 % de ses actifs de trésorerie, soit l'une des plus fortes concentrations divulguées de toutes les structures cotées en bourse.
ChatGPT, l'application grand public d'OpenAI, est la première application d'IA grand public au monde (Sensor Tower). Elle a dépassé les 900 millions d'utilisateurs actifs hebdomadaires en février 2026, ce qui en fait la technologie grand public à la croissance la plus rapide de l'histoire (UBS via Reuters).
Identité numérique – Jeton WLD
Eightco détient plus de 283 millions de WLD, soit environ 8,1 % de l'offre en circulation, ce qui représente la plus importante position institutionnelle rendue publique à l'échelle mondiale et environ 28 % des actifs de la trésorerie d'Eightco.
Worldcoin est le jeton natif de World, un réseau mondial Proof of Human construit par Tools for Humanity (cofondée par Sam Altman et Alex Blania) et géré par la World Foundation. Ses appareils Orb émettent un identifiant World préservant la vie privée et permettant de vérifier que l'utilisateur est bien un être humain unique, et non un agent IA.
Dans le cadre du modèle commercial annoncé par World, les applications paient des frais de vérification alors que la vérification de l'utilisateur final est gratuite, les fournisseurs d'identifiants vérifiés et le protocole World générant des revenus à partir de l'authentification humaine vérifiée. World estime à 6,35 billions de dollars le potentiel de revenus adressables dans 13 secteurs, allant du secteur bancaire au commerce électronique, en passant par les jeux vidéo, les réseaux sociaux et l'IA agentique (selon Tools for Humanity).
Économie des créateurs – Beast Industries
Eightco a investi 18 millions de dollars en actions de Beast Industries, soit environ 5 % des actifs de la trésorerie.
Beast Industries exploite l'une des plus vastes présences directes auprès des consommateurs dans le monde, avec une base combinée de plus de 500 millions d'adeptes sur toutes les plateformes, MrBeast étant la personne la plus regardée sur YouTube dans le monde entier. Avec la standardisation de la production de contenus par l'IA, la distribution et la confiance du public deviennent des atouts de plus en plus rares.
À propos d'Eightco Holdings Inc.
Eightco Holdings Inc. (NASDAQ : ORBS) est une société cotée en bourse qui met en œuvre une stratégie de trésorerie Worldcoin (WLD) inédite, offrant aux investisseurs, au travers d'un seul titre coté, une exposition indirecte à trois des tendances déterminantes de ce cycle : l'intelligence artificielle grâce à son investissement indirect dans OpenAI, l'identité numérique grâce à sa position de plus grand détenteur public de WLD et du protocole Proof of Human, et l'économie des créateurs grâce à sa participation dans Beast Industries, la société de MrBeast. Soutenue par des investisseurs institutionnels de premier plan, dont Bitmine Immersion Technologies Inc. (NYSE : BMNR), MOZAYYX, World Foundation, CoinFund, Discovery Capital Management, FalconX, Payward/Kraken, Pantera et GSR, Eightco construit la couche d'infrastructure pour la vérification humaine à l'ère de l'IA agentique.
Informations complémentaires :
X : @iamhuman_orbs
Site internet : 8co.holdings
Questions fréquemment posées
Qu'est-ce que l'action ORBS ?
Eightco Holdings Inc. (NASDAQ : ORBS) est une société cotée au Nasdaq. ORBS fournit une exposition indirecte à : OpenAI et Beast Industries.
Qui possède le plus de Worldcoin (WLD) ?
Eightco Holdings (NASDAQ : ORBS) détient 283 millions de WLD, soit environ 8,1 % de l'offre en circulation, ce qui en fait la plus importante position institutionnelle rendue publique à l'échelle mondiale.
Qu'est-ce que Proof of Human ?
Proof of Human est la vérification cryptographique qu'un utilisateur est une personne unique et vivante, et non un robot ou un agent d'IA. Il s'agit d'une infrastructure fondamentale pour les réseaux sociaux, les banques, le commerce agentique et tout système nécessitant « une personne, un compte » à l'ère de l'IA agentique.
Quel est le lien entre Eightco (ORBS) et Proof of Human ?
Eightco Holdings (NASDAQ : ORBS) est le plus important détenteur institutionnel publiquement identifié de Worldcoin ; il s'agit du jeton qui alimente le réseau Proof of Human de World.
Qui est le PDG d'Eightco Holdings ?
Kevin O'Donnell est le PDG d'Eightco Holdings (NASDAQ : ORBS). Le conseil d'administration de la Société comprend Tom Lee (associé directeur et responsable de la recherche chez Fundstrat, et président du CA de Bitmine Immersion Technologies (NYSE : BMNR)) et, en tant que conseiller du conseil d'administration, Brett Winton (Futuriste en chef chez ARK Invest).
Déclarations prospectives
Le présent communiqué de presse contient des déclarations prospectives au sens de la loi de 1995 relative à la réforme des litiges sur les titres privés. Toutes les déclarations contenues dans le présent communiqué de presse, autres que les déclarations de faits historiques, peuvent être considérées comme des prévisions, y compris, mais sans s'y limiter, les déclarations concernant : les prévisions de la Société selon lesquelles l'intelligence artificielle, l'identité numérique et l'économie des créateurs façonneront la prochaine décennie d'innovation ; la conviction de la Société que son portefeuille de trésorerie contient certains des éléments les plus essentiels pour l'avenir de l'IA et du système financier numérique ; les déclarations concernant la possibilité d'une introduction en bourse d'OpenAI à la suite du dépôt d'un formulaire S-1 confidentiel ; les déclarations selon lesquelles la vérification « Proof-of-Human » fournit une infrastructure fondamentale pour les réseaux sociaux, le secteur bancaire, le commerce agentique et tout système exigeant le principe « une personne, un compte » à l'ère de l'IA agentique ; les déclarations concernant l'opportunité de chiffre d'affaires potentielle de World, estimée à 6,35 billions de dollars, dans des secteurs tels que la banque, le commerce électronique, les jeux vidéo, les réseaux sociaux et l'IA agentique ; les déclarations concernant la position de la Société en tant que plus grand détenteur institutionnel de WLD au monde dont l'identité a été rendue publique ; les déclarations selon lesquelles la distribution et la confiance du public deviennent des atouts de plus en plus rares à mesure que l'IA banalise la production de contenu ; les déclarations concernant la mise en place par la Société de la couche d'infrastructure pour la vérification humaine à l'ère de l'IA agentique ; les déclarations concernant la cotation de Worldcoin (WLD) sur Robinhood, qui élargit l'accès à des millions d'utilisateurs ; les déclarations concernant les capacités et la sortie prévue des modèles GPT-5.6 Sol, Terra et Luna d'OpenAI ; les déclarations concernant l'importance de l'acquisition de Northslope par OpenAI Deployment Company pour l'adoption de l'IA en entreprise ; les déclarations concernant l'importance croissante d'une identité numérique fiable à mesure que l'IA s'intègre dans la vie quotidienne ; les déclarations concernant la réduction attendue de la croissance de l'offre de WLD après le 24 juillet 2026 ; les déclarations concernant le positionnement unique de la Société grâce à son exposition aux plateformes OpenAI et World ; et les déclarations concernant la conviction d'OpenAI selon laquelle le GPT-5.6 Sol est son « modèle le plus performant à ce jour ». Des termes tels que « prévoit », « s'attend à », « anticipe », « continuer », « étendre », « faire évoluer », « développer », « estime », « orientations », « objectif », « pourrait », « demeurer », « prévision », « perspectives », « avoir l'intention », « estimer », « pourrait », « devrait », « bien placé pour », « point de vue », ainsi que d'autres mots et termes de sens et d'expression similaires, servent à identifier les déclarations prospectives, bien que toutes les déclarations prospectives ne contiennent pas nécessairement ces termes. Les déclarations prospectives sont fondées sur les convictions et les hypothèses actuelles de la direction, qui sont soumises à des risques et à des incertitudes, et ne constituent pas des garanties de performances futures. Les résultats réels peuvent différer considérablement de ceux contenus dans toute déclaration prospective en raison de divers facteurs, y compris, mais sans s'y limiter : l'incapacité de la société à diriger la gestion ou les activités d'entreprises privées dans lesquelles elle ne détient pas de participation majoritaire, notamment OpenAI et Beast Industries ; le risque de perte ou de dépréciation des investissements stratégiques de la société, notamment sa participation indirecte dans le capital d'OpenAI (détenue par l'intermédiaire de structures ad hoc), sa participation dans WLD et sa participation dans le capital de Beast Industries ; la capacité de la société à continuer de se conformer aux exigences de maintien de la cotation du Nasdaq ; les coûts, charges ou dépenses imprévus qui réduisent les ressources en capital de la société ou retardent de toute autre manière le déploiement de ce capital ; l'incapacité à lever des capitaux suffisants pour financer ou développer ses activités commerciales ou ses investissements stratégiques ; la volatilité des cours des actifs numériques, notamment ceux de WLD et d'ETH, susceptible d'affecter de manière significative la valeur des actifs détenus en trésorerie par la société ; les changements réglementaires, la législation future et l'élaboration de règles ayant un impact négatif sur les actifs numériques, l'adoption de l'intelligence artificielle ou la collecte de données biométriques ; les risques liés au développement, à l'adoption et à l'acceptation par le marché de la technologie « Proof-of-Human » et du réseau World ; l'incertitude concernant le rythme et la trajectoire du déploiement de l'IA agentique dans les applications d'entreprise et grand public ; l'incertitude concernant la feuille de route des produits d'OpenAI, les développement de modèles commerciaux ainsi que le calendrier ou le succès d'une éventuelle introduction en bourse ; les risques liés à la capacité de Beast Industries à atteindre ses prévisions de croissance ; la concurrence sur les marchés de l'identité numérique et des infrastructures d'IA ; le recours à des sources tierces pour l'évaluation de certains investissements ; l'incertitude concernant la pérennité du succès de MrBeast et la performance du modèle économique de Beast Industries axé sur les créateurs ; les risques liés aux positions concentrées de la société dans certains actifs numériques et investissements dans des sociétés privées ; l'évolution des positions du public et des pouvoirs publics concernant les actifs numériques ou les secteurs liés à l'intelligence artificielle ; les risques associés au calendrier, aux fonctionnalités et à l'accueil commercial des versions des modèles OpenAI ; et les risques que la dynamique de l'offre de WLD n'entraîne pas les effets attendus sur le marché Compte tenu de ces risques et incertitudes, nous vous conseillons de ne pas accorder une confiance excessive à ces déclarations prospectives. Pour un aperçu des autres risques et incertitudes, et d'autres facteurs importants, dont chacun pourrait entraîner une différence entre les résultats réels d'Eightco et ceux contenus dans les déclarations prospectives, veuillez consulter les documents déposés par Eightco auprès de la Securities and Exchange Commission (la « SEC »), y compris dans son rapport annuel sur le formulaire 10-K déposé auprès de la SEC le 15 avril 2026 et d'autres documents déposés auprès de la SEC et accessibles au public. Toutes les informations contenues dans le présent communiqué de presse sont valables à la date de sa publication, et Eightco ne s'engage pas à mettre à jour ces informations ou à annoncer publiquement les résultats de toute révision de ces déclarations afin de refléter des événements ou des développements futurs, sauf si la loi l'exige.
Space Exploration Technologies (SPCX +2.60%) was a stock market winner right out of the gate. The industrial and tech giant, more commonly known as SpaceX, soared 19% on its first day of trading -- and that was after the company completed the world's biggest initial public offering. After the exercise of an overallotment option, the company raised a total of more than $85 billion.
Investors rushed to get in on the operation itself -- it was greatly oversubscribed -- and scooped up shares of SpaceX in its early days on the stock market. The stock reached an intraday high of more than $225 on June 16, representing a 50% increase from its opening price of $150 on June 12 and a 67% increase from its IPO price of $135.
But, in recent days, the stock has pulled back. In fact, SpaceX stock just made a particularly startling move, closing at $148 on July 8, a level that is below the company's debut price. Is SpaceX a stock to avoid or a no-brainer buy on the dip? Let's find out.
Image source: Getty Images.
SpaceX takes center stage SpaceX attracted a great deal of attention even prior to the announcement of its IPO, as investors speculated about when such a move would come. And the company truly took center stage once it filed for an operation and details emerged.
Why so much excitement? SpaceX operates in businesses that surely appeal to growth investors: rocket launches, satellite-based internet services, and artificial intelligence (AI). On top of this, Elon Musk leads SpaceX -- he's known for innovation and high ambitions, qualities that please many investors.
SpaceX has delivered certain successes, such as completing the most rocket launches of any company last year and growing its satellite internet subscriber base from 2.3 million to more than 10 million in just three years. In SpaceX's prospectus, it revealed an AI win: Anthropic has agreed to pay SpaceX $1.25 billion on a monthly basis through 2029 for access to compute capacity.
What investors also may like about SpaceX is the vertical nature of its business. The company's strengths in one business may be applied to the other businesses. For example, SpaceX's rockets will be used to launch materials into space for the connectivity and AI businesses. This reduces costs, streamlines operations, and offers SpaceX more control over many aspects of its development.
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SpaceX and risk So, what's not to like about this market giant? It's important to note that SpaceX comes with a certain amount of risk, as the company itself highlighted in its prospectus. Certain major goals are linked to the development of new technologies that haven't been fully proven -- and if a certain technology doesn't work out, that may delay a goal or make it impossible to achieve.
Such goals include developing AI data centers in space at scale, manufacturing AI chips at scale, and establishing a lunar economy, the company said. These and other initiatives "involve significant technical complexity, unproven technologies or technologies that do not exist, and such initiatives may not achieve commercial viability," according to the prospectus.
Meanwhile, to attempt to reach these goals, SpaceX must invest significantly. Last year, capital expenditures reached $20 billion, exceeding the company's $18 billion in revenue. And I would expect this trend to continue as the technologies involved are complex, requiring financial investment and time.
All of this shows us that SpaceX is an exciting company that could offer high growth, but success isn't guaranteed. Many of the elements that investors may be counting on are still in development stages. And all of this equals risk.
Consider your investing strategy So, after SpaceX's startling move, dropping below its debut price, are we looking at a no-brainer buying opportunity? Or is SpaceX a stock to avoid? There isn't a one-size-fits-all answer -- and a lot depends on your investment strategy.
If you're a cautious investor, the answer is clear: SpaceX is a stock to avoid as it comes with too much risk.
If you're a middle-of-the-road investor, it may be a good idea to pick up SpaceX shares on the dip -- but not necessarily this dip. Instead, even investors who don't mind some risk would be better off waiting for at least one earnings report for additional clues about the company's progress. I don't think this dip will be the last, so there should be other opportunities.
Finally, if you're an aggressive investor and eager to get in on the SpaceX story, you may consider picking up a few shares at this level, but only as part of a well-diversified portfolio.
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Aimen Moten moved to the US from Pakistan before becoming a software engineer at Google. Aimen Moten This as-told-to essay is based on a conversation with Aimen Moten, who has worked as a software engineer at Google since March. She's in her 20s and lives in the San Francisco Bay Area.
I work as a software engineer at Google, and I don't code that much anymore.
Instead, I spend more time reviewing AI-generated code, making design decisions, and deeply understanding how things work.
The job of an engineer is 100% changing due to AI, and we need to adapt. But before I had to think about adapting to AI, I first had to land a job.
Getting a job at Google was far from easy. For me, that journey started long before my first Google interview.
My original goal was to graduate from college earlyI'm originally from Pakistan, and I came to the US in 2022 to pursue a computer science degree at DePauw University.
My goal was to graduate in three years because college was expensive. Even with a partial scholarship, school-related expenses still cost more than $10,000 a semester. And since I wasn't a US citizen, I wasn't eligible for federal student loans. My parents helped pay for my first few semesters, but I knew I might have to rely on scholarships and internship earnings to get me through the rest of college.
If I graduated early, I'd need a job right away. So, during my sophomore year, my strategy was simple: apply to as many internships as possible, land the best one, earn a return offer, and put myself on the quickest path toward a full-time software engineering job.
I was strategic in my internship applicationsI attended tech conferences like the Grace Hopper Celebration to network and learn when different internship applications would open. The conference gave me a heads-up, and I made sure to apply as soon as the applications were released.
The summer before my sophomore year, I also spent a lot of time cold-messaging people on LinkedIn at companies I was interested in to learn about their experiences. When I eventually applied, I was able to ask some of those people for referrals and received several.
During this search, I applied to what felt like hundreds of internships and went through several interview processes, including one that stretched six rounds.
Aimen Moten says AI has changed how she works as a software engineer at Google. Aimen Moten I landed an internship at Google and had to adjust my plansEventually, I landed an interview for a software engineering internship at Google, and ultimately received an offer for the internship, which was based in Cambridge, Massachusetts. Ironically, Google was one of the few companies I interviewed with where I didn't have a referral.
My first Google internship was a very positive experience, but I had to adjust my graduation and full-time job search timeline. I was told that returning to Google for a second internship would be the best path to a full-time software engineering offer.
The following summer, I returned to Google for my second internship and received the full-time offer I'd been waiting for. After graduating in three and a half years in December 2025, I moved to the Bay Area and started as a full-time software engineer in March.
Looking back, I'm especially grateful that I received my return offer because I know how difficult today's tech job market has become. I know so many incredibly qualified people who are still looking for opportunities.
My career advice for young engineersOne lesson I learned from my job search is that taking care of yourself matters. Everyone talks about optimizing your résumé and preparing for interviews, but if you can't show up at your best, none of that matters.
I've met people who have gone from one internship search to another or from one job search to the next. Everybody tells you to work hard, but nobody reminds you that you need to take care of yourself. No matter how good your résumé is, if you're too burned out to talk about it, there's no point.
I also think today's job market requires students to adapt more quickly than ever before. Schools are still figuring out how to incorporate AI into their computer science curriculums, but engineers entering the workforce need to learn how to use these tools effectively.
Given how fast AI is moving, I think all of us in tech feel some level of pressure to use AI at work and in our personal lives — and "FOMO" if we don't. That said, I don't think AI is taking my job anytime soon.
From what I've seen during my first few months at Google, AI isn't replacing software engineers — it's just changing how we work. If you're a good engineer, you know how important humans still are in the engineering process.
Still, I know the job market for engineering roles isn't easy — and I don't take my opportunity at Google for granted.
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Jacob Zinkula You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.
Gale CEO Rahul Gudise. Velocity Incubator My philosophy about luck is that it's really about how many times you're willing to flip the coin. At some point, it stops being luck and turns into inevitability.
While studying at the University of Waterloo, I treated applying to internships like a statistical game.
Working my way through a GitHub list of openings, I sent out 200-300 applications before landing an internship at Tesla. The next recruiting cycle, I did it all over again to land one at Nvidia. I honestly don't even remember applying.
After the initial callback, the hiring process was pretty chill. I had two interviews before Nvidia told me I got the job, and all in all, it took about four days. It helped that my background in high-performance software happened to fit what the data center tooling team needed.
The role was a little atypical because I worked out of the Redmond, Washington, office rather than Nvidia's Santa Clara headquarters, where most interns are based. The community felt smaller, but I had great mentors, and the work-life balance was reasonable. Sometimes you would work overtime, but most people worked pretty normal 9-to-5 hours.
What surprised me most was how passionate everyone was. The engineers didn't treat their work as just a job — they treated it like a craft, and genuinely cared about building great software.
The greatest gift Nvidia gave meI came into the internship wanting to be a full-time Nvidia employee. I thought that the money you could make in Big Tech would bring a sense of freedom.
But ultimately, being a small part of a larger organization felt unfulfilling. The greatest gift the experience gave me was teaching me what I wanted to do with my time — to build something of my own.
I also thought I'd become a better engineer by starting a company. At a startup, you have to understand the problem before you can build the solution, whereas in Big Tech, you're often working within a much narrower sandbox.
I launched an AI startup called GaleI cofounded Gale, an AI startup that automates work visa applications, after my Nvidia internship ended and while I was still finishing school. We were accepted into Y Combinator and raised $2.7 million in seed funding last May.
My parents initially worried I was walking away from a stable career. But seeing Gale gain traction has changed their perspective.
And when we got our first customer, realizing something I'd built with my own hands could be genuinely useful to someone was one of the best feelings I've ever had.
Nvidia's culture has also shaped who I am as a founder. At Nvidia, mistakes weren't about blame. Managers would work with us to improve processes together so that the same problems wouldn't happen again. That mindset of learning and iterating, instead of pointing fingers, is something I've tried to bring to Gale.
Do you have a story to share about Nvidia? Contact this reporter at [email protected].
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Geoff Weiss You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.
Geoff Weiss is a senior reporter on Business Insider’s tech team, where he writes about AI startups and Y Combinator, the intersection of AI and the media industry, and workplace dynamics within top AI labs and chip companies.Previously, Geoff was on the media desk, covering YouTube and Netflix, and themes like the intersection of Hollywood and the creator economy. His work on Netflix’s video podcasting ambitions and Mr Beast’s lessons for Hollywood won second and first prize, respectively, at the 2025 LA Press Club Awards.Prior to joining Business Insider, Geoff was the senior editor of Tubefilter and a staff writer at Entrepreneur. He graduated from New York University with a degree in English Literature.He can be reached at [email protected], on Signal @geoffweiss.25, and on LinkedIn. Have a tip? Use a personal email address and a nonwork device; here's our guide to sharing information securely.Selected stories:Nvidia crushed its quarter — and CEO Jensen Huang said in a leaked all-hands that 'the market did not appreciate it'Nvidia will foot the bill for Trump's new visa fees. Here's what CEO Jensen Huang told staff.Massive AI salaries and RTO are fueling a real estate boom in San Francisco: 'It's going to rain money'The AI talent wars are ricocheting across startups. Here's how they're competing with Big Tech.
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AT&T implied volatility rose to an extremely high level (99th percentile) amid a broader market correction and shifting industry landscape. The extreme IV reflects market overaction and creates an attractive setup for near-term option selling. SpaceX's IPO and Comcast's spinoff do raise concerns about long-term dynamics.
SummaryCompaniesMeme-stock ETF rallies but still below IPO priceAI enthusiasm revives speculative trading, questions about valuationsHigh expectations can hamper returnsNEW YORK, July 10 (Reuters) - Investors chasing market themes are learning a familiar lesson: a hot investment doesn't necessarily make for a profitable one.
The Roundhill Meme Stock ETF is up about 35% this year, including a 3.5% rise on Thursday, driven by gains in companies including AST Spacemobile (ASTS.O), opens new tab, Terawulf (WULF.O), opens new tab and Lumentum Holdings (LITE.O), opens new tab.
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The AI craze has fueled both a huge rally in the shares of highly profitable chip companies and a return of speculative trading, featuring the embrace of leveraged ETFs, wild moves in smaller stocks and the sense that meme stock season is back.
But the fund, with $20 million in assets, remains below its October 2025 launch price, leaving investors who bought at inception underwater despite the 2026 rebound.
The performance gap highlights a principle often overlooked during periods of market euphoria: investment returns can be driven in the short term by fleeting qualities such as popularity and buzz, but the longer you hold an asset, the more factors such as profitability, competitive position and prices paid tend to take precedence.
"If you are looking to invest for the long term, however you define that long term, then you need to really understand the fundamentals of the business and what that business could potentially be worth," said Olga Bitel, chief investment strategist at William Blair Investment Management.
"Just because retail investors participate en masse in these exciting companies and IPOs, doesn't mean you shouldn't do the work and figure out what this thing actually does, where it fits into the ecosystem and whether it can deliver on the promises."
Investors still underwaterVALUATION MATTERSThose concerns could apply as well to some of the market's most closely watched companies, including SpaceX (SPCX.O), opens new tab and potential future listings by artificial intelligence startups OpenAI and Anthropic.
The companies have captured investor interest through rapid growth and leadership in emerging technologies. But it's unclear that their financial results will match the sky-high expectations any time soon, and history suggests that even good businesses can generate poor returns when lofty expectations feed ultrahigh valuations.
Cisco Systems (CSCO.O), opens new tab became the world's most valuable company at the height of the dot-com boom in 2000, as investors bet it would be a primary beneficiary of the internet's expansion. The company succeeded in becoming the dominant player in networking equipment, but investors who bought near the peak waited a quarter century for the stock to reclaim its dot-com-era high.
Anthropic and OpenAI may eventually test investor appetite in much the same way. Both command hefty private-market valuations despite remaining unprofitable. In May, Anthropic raised funds at a valuation of $965 billion, putting it ahead of OpenAI, which was last valued at $852 billion in March.
Anthropic is just closing in on its first quarterly operating profit, as it spends heavily to develop and deploy its AI models. OpenAI also spent more, opens new tab than it made in the first quarter of 2026.
MODELING THE MEME STOCKSHigh expectations aren't the main problem for the meme stocks, which by definition come out of nowhere to catch investors' fancy at times when markets are setting new highs and momentum - the practice of buying assets when they go up and selling when they fall - is the most prominent dynamic. But the memes and the mega-IPOs can be linked by a prevailing bull-market belief that the worst mistake you can make is to be on the sidelines.
The Meme Stock ETF closed at $8.41 on Thursday, putting those who bought at launch down about 15%. By contrast, the benchmark S&P 500 (.SPX), opens new tab and the Nasdaq (.IXIC), opens new tab have each gained about 12% in the same period.
The fund's structure reflects that volatility. Its portfolio turns over nearly five times a year — among the highest rates on Wall Street — while almost 60% of assets are concentrated in its 10 largest holdings. Such holdings include fuel cell energy developer Bloom Energy (BE.N), opens new tab, fiber-optic maker Applied Optoelectronics (AAOI.O), opens new tab and Australia-based data center company IREN Limited (IREN.O), opens new tab.
Holdings are selected largely on measures of implied volatility and retail-trading interest, effectively making the portfolio a bet on investor sentiment.
"The MEME ETF is designed to provide investors exposure to stocks with the potential for meme-like behavior, and that comes with volatility in both directions," Dave Mazza, Roundhill Investments CEO, said in a statement. "The fund’s inception coincided with the peak of the last retail cycle, which speaks to timing rather than to whether these stocks can deliver strong moves on the upside, as we have seen this year."
Markets have repeatedly shown that high expectations can become a burden. Investors who buy at peaks of optimism often find that even strong operating performance is not enough to support elevated share prices.
"The retail army of traders certainly helps trends happen, but there's obviously no free lunch in investing," said Will McGough, chief investment officer at Prime Capital Financial.
Reporting by Chibuike Oguh in New York, editing by Colin Barr and Lincoln Feast.
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Chibuike reports on Breaking News, with a focus on finance and markets. He previously covered U.S. private equity firms, and holds master's degrees in journalism from New York University and Edinburgh Napier University.
Bank earnings season has a traditional starting gun, and it goes off Tuesday, July 14, when JPMorgan Chase (JPM +1.47%) reports second-quarter results before the market opens. As the largest U.S. bank, sitting on trillions of dollars in deposits and loans, JPMorgan sets the tone for its own stock and for the sector behind it.
There will be plenty to sort through: trading revenue, investment-banking fees, loan losses, the size of the buyback. But one line matters more than the rest for where the stock goes next.
That line is net interest income.
Image source: Getty Images.
Why net interest income is the number Net interest income, or NII, is the gap between what a bank earns on its loans and securities and what it pays out on deposits. For a lender JPMorgan's size, it is the core profit engine, bigger and steadier than the trading desks that grab the headlines.
It is also the number that tripped up the stock last quarter. When JPMorgan reported first-quarter results in April, it trimmed its full-year 2026 NII guidance to about $103 billion. The quarter was otherwise strong, with net income of $16.5 billion, revenue up 10% year over year to $50.5 billion, and record trading revenue. But the softer NII outlook is what investors fixed on, and the stock pulled back.
The reason is the rate backdrop. As the Federal Reserve leans toward lower interest rates, banks earn less on new loans while still paying up for deposits. That squeezes the spread at the heart of NII. So when JPMorgan updates its guidance on July 14, the direction of that number -- raised, held, or cut again -- should tell investors a lot about how hard the rate environment is biting.
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What the quarter needs to show For the stock to keep working, JPMorgan needs NII to look like it is stabilizing, not sliding further.
The good news is that the bank enters the quarter from a position of strength. First-quarter profit was enormous, its trading business has been running hot, and management held the core, non-markets portion of its NII outlook steady at about $95 billion. If deposit costs are easing and loan demand is holding, NII can flatten out even with the Fed cutting.
The bank also keeps returning huge sums to shareholders. It pays a $6.00 annual dividend and buys back tens of billions of dollars of stock a year, a cushion that a smaller or weaker lender simply doesn't have.
The risk runs the other way. If management cuts the NII outlook again, it would likely signal that the rate squeeze is running deeper than expected. Because JPMorgan reports early in the bank earnings cycle, that worry tends to spread across every bank stock lined up behind it.
Valuation frames the stakes. JPMorgan trades at about 15 times expected earnings, near its highest levels ever after a strong run, and yields about 1.8%. That is not a demanding multiple for the best-run bank in the country. But it is no bargain either, and a stock near record highs has less room to shrug off a disappointment. None of that is a knock on the franchise. JPMorgan runs what Dimon likes to call a fortress balance sheet, and it has taken market share through every recent bout of turmoil.
So what should investors actually watch on July 14?
Not the headline earnings figure, which will be large and mostly anticipated. Watch the NII guidance, and watch what CEO Jamie Dimon says about the rate path and credit quality on the call. Dimon has spent recent quarters warning about an "increasingly complex" set of risks, from geopolitics to elevated asset prices, and his tone tends to color how the whole sector trades. A cautious word from Dimon can weigh on bank stocks even when the quarter's numbers look fine.
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Delta is rolling out "basic" premium fares to make flying in its higher-end seats cheaper. Taylor Rains/Business Insider Delta Air Lines' fanciest passenger cabin just got a budget option. Sort of.
The airline this week launched new fare types that expand its "basic" strategy into its premium cabins — First Class, Premium Select, and Delta One, the latter marketed as "Basic Business."
Delta says the goal is to make premium flying less expensive by offering unbundled tickets that keep the core on-board experience while removing traditional perks — a strategy it hopes will attract new customers and entice more price-conscious flyers to upgrade.
For example, someone flying from New York-JFK to London Heathrow on a Basic Business ticket would get the full Delta One inflight experience: Zone 1 boarding, a lie-flat bed (sometimes with a door, depending on the aircraft), and upscale meals, alcohol, toiletries, and linens.
But they'd earn fewer miles, get one fewer checked bag, lose the ability to pre-select their seat or make free changes, and become ineligible for upgrades or same-day standby.
They'd also forfeit access to Delta's exclusive Delta One check-in area and Delta One Lounge, as well as its Delta Sky Clubs, unless they have an eligible membership or credit card.
Similar trade-offs apply to Premium Select and Domestic First. Delta said customers can pay extra for an assigned seat on top of the basic ticket price.
Delta hasn't disclosed the exact routes for its new discount fares, but the savings could be relatively small compared with what travelers give up.
The example it provided for fare comparison shows Basic Business on an unspecified city pair costs $2,689. Delta One Classic is $200 more, while Delta One Extra, its most expensive option and the only fully refundable one, costs $3,389.
That puts Basic at 7% cheaper than the standard fare and about 21% cheaper than Delta's highest-priced Delta One ticket.
An example of what the new three-tier business class fares could be. Pricing can fluctuate based on things like season and customer demand. Delta Air Lines Delta said the new Delta Basic First is already available on select mainline domestic and Latin American routes, while Basic Premium Select and Basic Business bookings are open for domestic and select long-haul flights from September.
To give customers time to adjust, the special check-in desk and lounge access will remain available through January 18, 2027.
Some people aren't happy with the changesWhile Delta frames the new fares as a way to give customers more choice, critics argue that the tiered strategy is another way airlines can charge separately for benefits that were once included in the ticket price.
Several Reddit and X threads over the past few days have been filled with complaints about the perceived nickel-and-diming.
Industry analyst Henry Harteveldt previously told Business Insider the emerging trend could mean yesterday's premium fares become today's unbundled fares, with the price of a full-fledged business-class seat steadily increasing.
In other words, an all-inclusive premium experience may cost customers more in the long run.
Still, Harteveldt said some travelers could benefit, such as honeymooners willing to splurge on the Basic Business fare but not the all-inclusive option, or corporate customers looking to reduce business travel costs.
The Brasserie restaurant in the Delta One Lounge at New York-JFK's Terminal 4. Taylor Rains/Business Insider The move comes as airlines increasingly unbundle premium travel to capture more revenue from booming demand for higher-end seats.
United Airlines announced basic fares for its premium cabins in April, though its basic Polaris business class fares still include access to the United Club lounge, its Sky Club equivalent.
Qatar Airways, KLM, and Air France also have similar business-class-lite offerings.
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Micron Technology (MU +4.55%) delivered spectacular fiscal third-quarter earnings when it reported results on June 24. However, after an initial jump in its stock price sent its shares to an all-time high of $1,255, it has now suddenly lost a quarter of its value in the preceding weeks.
With earnings by themselves unable to lift the stock, could a stock split be around the corner?
Image source: The Motley Fool.
Revenue and EPS surge amid demand Even with the dip in its share price, Micron's stock is still up a whopping 650% over the past year. The gains are also well deserved, as the company has seen its revenue skyrocket and gross margins balloon over the past year. For fiscal Q3, its revenue surged from $9.3 billion a year ago to $41.5 billion, while its gross margins expanded from 37.7% to 84.6%. That helped its adjusted EPS skyrocket to $25.11 from just $1.91 a year earlier.
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Micron's strong results are being driven by supply-demand imbalances in both the DRAM (dynamic random access memory) and NAND (flash) memory markets. Last quarter, 76% of its revenue came from DRAM and the rest from NAND. The shortages stem from the high demand for AI infrastructure.
A special form of DRAM, called high-bandwidth memory (HBM), is needed to optimize graphics processing unit (GPU) performance, and this is becoming even more important for inference. Meanwhile, AI data centers need massive SSDs (solid state drives) that use flash memory to store data for long-term use.
The result is that both DRAM and NAND prices continue to skyrocket. And while Micron and others in the space are working to increase capacity, they are struggling to keep up with demand.
In good news for the industry, the big three DRAM makers, including SK Hynix and Samsung, have all been locking in long-term contracts for the first time. For its part, Micron has said it now has around 40% of its revenue tied to these long-term agreements.
Is a stock split coming? With earnings failing to lift its stock and it still sitting over $900, Micron could turn toward a stock split to boost its stock price. It has split its stock three times in its history, but the last was more than 20 years ago, in May 2000, when it did a 2-for-1 split. While this doesn't change the company's fundamental story, a lower stock price could help draw more retail investors.
That said, the biggest catalyst for the stock in the coming years would be its tying more of its revenue to longer-term agreements to help shed some of the cyclicality of its business. The stock is cheap, trading at a forward P/E of just over 6 times fiscal 2027 estimates, but it needs to show that this cycle will last and that it can maintain strong pricing. If it can do this, then it is an AI stock worth buying, split or no split.
Volkswagen zahájil rozsáhlou transformaci svého podnikání, která má automobilce pomoci vyrovnat se s rostoucí konkurencí z Číny, vysokými náklady i americkými obchodními bariérami. Koncern schválil plán, který počítá s výrazným omezením modelové nabídky a redukcí počtu variant vozů, zároveň chce dále snižovat výrobní kapacity a zvyšovat efektivitu. Přestože vedení zatím nekomentovalo možné propouštění, odbory varují před dalšími škrty a protestují proti spekulacím o rušení pracovních míst i uzavírání výrobních závodů.
Německý automobilový koncern Volkswagen po dnešním zasedání dozorčí rady ohlásil drastické omezení výroby. K možnému propouštění se ale nevyjádřil. Modelová řada by tak měla být postupně zredukována až o 50 procent a počet možných variant výbavy by měl klesnout až o 75 procent, uvedla společnost v tiskové zprávě.
"Díky našemu plánu do budoucna vstupujeme vlastními silami do další fáze transformace," uvedl šéf Volkswagenu Oliver Blume.
Rada se ve Wolfsburgu ve spolkové zemi Dolní Sasko sešla již v 16:00. Zasedání skončilo až pozdě večer. Ke změnám podnik přistoupil pod tlakem vysokých nákladů, nadbytečných kapacit, rostoucí čínské konkurence a také amerických dovozních cel. Před centrálou začal ještě před zahájením jednání hlučný protest.
Finanční ředitel koncernu Arno Antlitz uvedl, že dosavadní úsporná opatření nestačí a firma musí zásadně přestavět obchodní model, mimo jiné snížením režijních nákladů, zvýšením efektivity závodů a zrychlením vývoje technologií. Prvním konkrétním krokem tímto směrem je prodej většinového podílu ve výrobci lodních motorů Everllence za zhruba 7,4 miliardy eur, na němž se firma na konci června dohodla s firmou Bain Capital.
Rada schválila balíček dvanácti opatření a takzvaný "Zielbild 2030" (cílový obraz do roku 2030). Výrobní kapacity chce koncern podle svých slov přizpůsobit aktuální poptávce a přiostřené konkurenci na trhu na zhruba devět milionů vozů ročně. Před pandemií přitom firma disponovala kapacitou na téměř 12 milionů aut a snížení o dva miliony jednotek už podle vedení z velké části dosáhla.
Vedení firmy, jejíž součástí je i česká Škoda Auto, může čelit velkému konfliktu se zaměstnanci, uvedla dříve agentura AFP. Časopis Manager Magazin s odkazem na své zdroje už v červnu napsal, že Volkswagen plánuje výrazně zpřísnit opatření ke snižování nákladů. Celosvětově by mohlo být zrušeno až 100.000 pracovních míst, což je dvojnásobek proti původním plánům. Čtyřem závodům koncernu v Německu – v Hannoveru, Emdenu, Cvikově (Zwickau) a v Neckarsulmu - podle zdrojů hrozí, že budou uzavřeny.
Odborový svaz IG Metall nehodlá na uzavření čtyř závodů přistoupit. Pod heslem "Jednotní v boji za naši budoucnost" dnes pořádal protestní akce ve všech německých závodech koncernu. Jen v samotném Wolfsburgu se podle odborů sešlo více než 400 lidí, mnozí z nich měli trubky a používali sirény.
"IG Metall stojí bok po boku s pracovníky, se vší silou se postaví proti jakémukoli dalšímu propouštění," uvedl regionální manažer IG Metall pro Berlín, Braniborsko a Sasko Jan Otto. Premiér spolkové země Dolní Sasko Olaf Lies už v červnu prohlásil, že země s plánem nesouhlasí. Dolní Sasko drží ve Volkswagenu pětinový podíl.
V absolutních číslech by propuštění 100.000 lidí a uzavření čtyř montážních závodů znamenalo největší restrukturalizaci v historii automobilového průmyslu. Srovnatelné změny provedl před bankrotem v roce 2009 a v jeho průběhu americký automobilový koncern General Motors. Na začátku 90. let firma také během čtyř let zrušila až 74.000 pracovních míst a uzavřela nebo odstavila 21 závodů.
Broadcom’s latest challenge to Nvidia is not another processor designed to replace its market-leading GPUs.
It targets the network that enables thousands of those processors to operate as a single computing system.
DriveNets on July 1 unveiled two AI-networking platforms built around Broadcom’s Tomahawk 6 switch chip.
The systems promise faster connections with fewer networking layers, potentially reducing delays, power consumption and spending on optical equipment.
For AVGO investors, the attraction is straightforward as the company can capture more AI-infrastructure spending without needing to defeat Nvidia in GPUs.
DriveNets’ new 2600SL and 2601S platforms each provide 102.4 terabits per second of switching capacity across 64 ports running at 1.6 Tbps.
The liquid-cooled and air-cooled systems are scheduled to begin shipping during the third quarter of 2026.
Those specifications matter because training advanced AI models requires enormous numbers of accelerators to exchange data quickly.
A network bottleneck can leave costly GPUs and custom processors sitting idle, reducing the return on a data centre’s investment.
Broadcom says Tomahawk 6 can connect as many as 128,000 accelerators through only two switching tiers.
Bob Wheeler, an analyst at LightCounting, said in Broadcom’s March product announcement that using fewer tiers can reduce latency, simplify congestion control and cut the number of optical links required.
The DriveNets launch also marks a commercial step forward.
Broadcom began shipping Tomahawk 6 in production volumes in March, less than three quarters after the chip began sampling.
In Broadcom’s March product announcement, Dell’Oro Group vice-president Sameh Boujelbene said the company was “translating its roadmap into real-world deployment” by moving Tomahawk 6 into production shipments.
Also read: Broadcom extends Apple chip partnership through 2031, stock climbs 5%
The more contrarian investment argument is that Broadcom can benefit even when customers continue buying Nvidia processors.
Nvidia’s advantage extends well beyond GPUs. Its NVLink, InfiniBand and Spectrum-X Ethernet products allow the company to control more of the system linking accelerators together.
That integrated approach can deliver strong performance, but it also makes customers more dependent on Nvidia’s hardware and software ecosystem.
Broadcom is attacking that control through Ethernet. Tomahawk switches can support networks containing Nvidia GPUs, Google TPUs and other custom accelerators.
That gives cloud operators greater freedom to combine products from several suppliers rather than buying an entirely proprietary system.
The broader market is already moving towards Ethernet.
Dell’Oro said sales of Ethernet switches used in AI back-end networks more than doubled during the first quarter of 2026 and represented about two-thirds of switch sales in AI clusters.
Boujelbene said Ethernet maintained a “clear lead” despite a recovery in InfiniBand demand.
JPMorgan analyst Harlan Sur expects Broadcom to retain about 70% of the AI Ethernet switching-silicon market, citing its rapid product cycle and the technical barriers facing competitors.
Sur estimates Broadcom’s AI-networking revenue could more than double to at least $45 billion in fiscal 2027.
Mizuho analyst Vijay Rakesh has also identified scale-up Ethernet as a potential growth engine.
MarketWatch reported that he believes it could eventually contribute about one-quarter of Broadcom’s networking revenue and help the company compete with NVLink.
Mizuho raised its Broadcom price target to $530 from $480 following the June earnings report while retaining an Outperform rating.
Need a new dividend stock you know you can count on? The usual suspects like Coca-Cola and Procter & Gamble remain solid options. You may have better luck, however, with a dividend stock that has an equally strong track record that's a bit off the beaten path. That's Dividend King Illinois Tool Works (ITW +0.14%).
Built to last Contrary to a common assumption, Illinois Tool Works doesn't manufacture typical hand tools like hammers and drills. Rather, automobile parts, commercial-grade cooking, industrial testing equipment, plastic packaging, construction fasteners, and welding supplies are all in its product portfolio. It makes very little under the company's brand name, though. Illinois Tool Works is a true conglomerate of several different businesses that not only operate independently of one another, but each of which operates under its own moniker.
Image source: Getty Images.
This entrepreneurial-minded model works, too. Illinois Tool Works is consistently profitable and a reliable grower.
More important to interested investors, this constant cash flow has allowed the company to raise its dividend payment for 62 consecutive years. And by more than a little. Over the course of just the past decade, its quarterly per-share payout has improved from $0.55 to $1.61. That's annualized growth of a little more than 11%, easily outpacing inflation during this stretch.
Affording these payments isn't a problem, either. Last year's total payout of $6.22 per share was more than covered by the company's full-year GAAP earnings of $10.49, extending a long-standing payout ratio that's hovered around a comfortable -- and sustainable -- 60% for several years now.
No pizzazz, but plenty of performance And this begs the question: Why is this solid dividend stock down 12% from its mid-February peak?
It's for many of the usual reasons you'd expect, like growth headwinds, economic uncertainty, and valuation concerns. Mostly, though, rather than an indictment of the company's prospects or the stock's valuation, the slide since then is just a right-pricing of the stock following its early February surge. Analysts still expect continued top-line growth of a little more than 3% this year as well as next to drive considerably faster per-share earnings growth, as has been the case for years now.
ITW Shares Outstanding (Quarterly) data by YCharts
See, Illinois Tool Works has also been steadily buying back its own stock since 2004, more than halving its outstanding share count over that period. These stock repurchases aren't apt to end anytime soon. The $76 billion company expects to spend $1.5 billion buying back its own stock this year alone.
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No, it's not a sexy growth company in a high-flying industry like artificial intelligence. It's relatively boring, in fact, and slow moving.
For income investors in need of reliable income and inflation-beating dividend growth, though, this often-overlooked outfit offers it in droves. The recent weakness is a buying opportunity, letting you in at a relative low point in a long-term uptrend. Don't overthink it.
Evropské akcie před víkendem přešlapují na místě a investoři se soustředí především na dvě klíčová témata – vývoj v technologickém sektoru a situaci na Blízkém východě.
Článek se odemkne 10.07.2026 11:51
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Rivian Automotive (RIVN +8.76%) saw its shares slide this week after the electric vehicle (EV) producer raised $1.2 billion in gross proceeds through an equity offering. The stock is now down more than 16% year to date as of this writing.
The company sold 75 million shares for $15.50 apiece, while also giving underwriters the option to buy another 11.25 million shares at the offering price. Rivian intends to use some of the proceeds to fund its equity contribution under its loan with the Department of Energy (DOE) to build its new factory in Georgia. The new plant will help it increase its electric vehicle production capacity by about 50% to 300,000 vehicles a year.
Image source: The Motley Fool.
In conjunction with its equity offering, Rivian also announced that it delivered 12,194 vehicles in the second quarter, well above its 9,000 to 11,000 forecast. It also raised its full-year delivery guidance to a range of 65,000 to 70,000 vehicles, up from a prior outlook of 62,000 to 67,000 SUVs. It started delivering its new R2 SUV on June 9, which was late in the quarter.
While the equity offering entails about 6% dilution, assuming the underwriters' option is exercised, it is an important step toward helping the company fund its new factory in Georgia. Meanwhile, it is at one of the most pivotal times in its history with the recent launch of its R2 SUV.
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The R2 has gotten some early rave reviews from automotive publications, and with a considerably lower price tag than its luxury R1 SUV, it brings its vehicles to a much wider audience. Increased unit volumes, which spread fixed costs across its vehicles, combined with better sourcing and other features, should eventually help pave the way to stronger gross margins and profitability.
On top of that, Rivian is looking to leverage its software expertise to enable autonomous driving, which would add another high-margin revenue stream. Its point-to-point, fully supervised self-driving (FSD) technology is expected to arrive by the end of this year and will be akin to Tesla's FSD. Earlier this year, it signed a deal with Uber to deploy 50,000 robotaxis to the ride-share company through 2031.
Rivian remains a speculative investment, but the company has a lot of exciting things going for it, including its new R2 model and its autonomous-driving capabilities. It's also backed by major players like Amazon, Volkswagen, and Uber. As such, taking a small stake on this pullback could be worthwhile.
Energetické akcie patří letos mezi nejvýkonnější segmenty trhu a podle analytiků z maďarské Patrie může být ExxonMobil jedním z titulů, který z aktuální situace bude těžit i v dalších měsících.
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Change programs gain traction when employees understand the purpose before they are asked to alter the way they work.
Cross-functional partners should be brought into decisions early, rather than being presented with finished plans.
Managers should measure how teams are experiencing change, not simply whether milestones are being met.
Watch more: Need to Know With Capital One Business’ Jay Michelini
Every financial institution talks about transformation. The technical work may attract the headlines, but the organizational work often determines whether new initiatives succeed or stall.
Jay Michelini, vice president of product at Capital One Business, said successful change management begins before new software reaches production. The first responsibility for leaders is making certain employees understand why change is taking place.
“You’ve got to lead with the ‘why,’” Michelini told PYMNTS in an interview.
Within the FinTech space, new entrants, changing customer expectations and emerging technologies regularly reshape priorities. Leaders should acknowledge that constant adjustment has become part of the operating environment instead of treating each shift as an isolated event, Michelini said.
He also argued against relying solely on executive messaging. Organizations benefit when they identify employees who are genuinely interested in a particular initiative and can help explain its practical value across the business. Whether the subject is product modernization or a new payments capability, internal champions often carry more credibility than formal announcements alone.
Ownership also depends on showing employees how their work affects people beyond their immediate teams.
Michelini described three perspectives that help create that connection: understanding customer needs firsthand, appreciating how operational colleagues experience day-to-day work, and recognizing how competitive developments across the FinTech sector reshape expectations. Each offers a different reason for embracing change, making the discussion less abstract and more closely tied to daily responsibilities.
Michelini encouraged product leaders to spend time with customers and internal stakeholders rather than relying exclusively on reports or dashboards.
“I just spent time visiting with our sales team … It was so eye-opening to sit with them firsthand,” Michelini said. “You see different angles to a problem … You need to have conviction in the direction that you’re heading but be open to different perspectives and feedback that are going to change your mind or adjust your course of travel.”
Organizational change frequently falters when departments work independently rather than together, Michelini said. Instead of treating product, technology, operations, compliance and other functions as sequential checkpoints, leaders should use them to shape decisions from the outset.
Leaders can often tell whether collaboration is genuine by asking simple questions during project reviews. Were operational teams consulted early? Have legal and risk partners already weighed in? Is this the first time an executive stakeholder is hearing about a significant initiative? These signals reveal whether teams have been solving problems collectively or merely handing them to someone else.
Listening Reveals Problems Before Dashboards Do Managers should also reconsider how they measure progress during periods of change, Michelini said. Delivery schedules and performance metrics remain important, but they rarely capture whether a team is under unnecessary strain or whether obstacles are beginning to undermine morale.
“Instead of asking where it’s at … [ask] ‘How do you feel about how progress is going?’” Michelini said. “That shift in framing gives you a better sense … that this may be moving forward, but it may not feel great to that team.”
The approach can expose issues that traditional reporting overlooks. Teams may technically be meeting deadlines while depending on excessive overtime or waiting for decisions from other parts of the organization. These conversations also help leaders identify where they can remove obstacles instead of merely monitoring them.
Cross-functional partners often provide another useful perspective because they work across multiple initiatives simultaneously, Michelini said. Functions such as legal, compliance, risk and product specialists can quickly identify where collaboration is working well and where projects are creating avoidable friction.
“I think about creating missionaries, not mercenaries,” Michelini said. “It’s very important to empower the teams to outthink you.”
At an individual level, “I don’t have all the answers,” he added.
Watch the full interview with Capital One’s Jay Michelini to learn more about:
Why Michelini said frontline employees often provide the earliest warning signs that a transformation is drifting off course. How product leaders can use trusted delegates inside other business units to build stronger executive alignment. Why recognizing cross-functional partners before your own team can strengthen future collaboration. The practical difference between leading with certainty and leading with conviction.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
The analysis is provided exclusively for informational purposes and should not be considered professional investment advice. Before investing, please conduct personal in-depth research and utmost due diligence, as there are many risks associated with the trade, including capital loss.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Quantum computing has been one of the hottest corners of the market, and the enthusiasm has lifted almost every name in the group. But not all of these companies have the business to back up their share prices, and one in particular looks stretched heading into the back half of 2026: Rigetti Computing (RGTI +0.41%).
Here is the uncomfortable part with Rigetti. Rigetti reported full-year 2025 revenue of about $7 million, down 34% from the year before. A company whose sales are shrinking still has a market value in the billions, which translates to a price-to-sales ratio in the hundreds. For comparison, most established technology companies trade in the single digits or low teens on that measure. Investors are paying for a future that the current business has not started to deliver.
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Rigetti keeps selling stock into the rally The bigger near-term risk with Rigetti is dilution. Rigetti runs an at-the-market equity program, which lets it sell new shares directly into the open market whenever the price rises, and it has already raised roughly $100 million this way. On top of that, the company accepted about $100 million in federal quantum funding in 2026 that came with the U.S. government taking an equity stake. Both moves strengthen the balance sheet, but they also expand the share count, and more shares outstanding tend to weigh on the price over time.
Image source: Getty Images.
The bull case, and why the timing matters To be fair, Rigetti builds real superconducting quantum chips. Its modular chip design has a credible roadmap, and the government funding is a form of validation that most start-ups never receive. The cash cushion means it will not run out of money soon. If a technical milestone lands or quantum excitement flares again, this volatile stock can spike hard -- it has done so before.
The issue is not whether quantum computing matters. It is that Rigetti's stock price already assumes a level of success that its roughly $7 million in shrinking revenue does not support, while the company keeps issuing shares. That combination, a stretched multiple, falling sales, and steady dilution, is the kind of setup that can crack when hype cools.
For context, peers IonQ (IONQ 0.69%) and D-Wave Quantum (QBTS +2.52%) carry similar valuation risks, though IonQ at least has growing revenue. Anyone tempted by Rigetti here should keep any position small and treat a sharp second-half pullback as a real possibility.
Copia Power develops, owns and operates integrated large-scale energy and digital infrastructure campuses across the U.S. Copia works alongside utilities to help unlock new power capacity, accelerate infrastructure development, and support sustainable long-term grid reliability and ratepayer affordability Highly thematic investment supporting the build-out of U.S. AI infrastructure, where access to scalable, reliable power has become an increasingly critical enabler of continued data center development EQT will partner with Copia Power's management team to scale the platform, accelerate priority development projects, and expand its integrated campus model across the U.S. , /PRNewswire/ -- EQT is pleased to announce that EQT Infrastructure VII ("EQT") has agreed to acquire Copia Power ("Copia" or the "Company") from global investment firm Carlyle (NASDAQ: CG).
Copia develops integrated energy campuses that bring generation, high-voltage transmission, and data center load together at the same interconnection position, providing a differentiated approach that enables AI infrastructure growth on an accelerated timeline. Today, the Company has over 2.6 GW of energy generation and storage assets in operation or under construction and is actively developing over 9 GW of grid-connected data centers supported by Copia's portfolio of gigawatt-scale energy campuses, comprising more than 25 GW of solar and storage and 7 GW of natural gas generation assets.
The transaction aligns with EQT's focus on investing behind the infrastructure underpinning global demand for artificial intelligence and supporting energy security. The rapid adoption of AI is driving a new era of infrastructure investment, with global demand for compute capacity accelerating at an unprecedented pace. Data center and energy investment is expected to reach into the trillions of dollars over the coming years, and energy has become the primary bottleneck to data center growth. As a result, digital and energy infrastructure must increasingly scale together. Copia's integrated model addresses that constraint, giving utilities a single route to add generation and load on an accelerated timeline, and providing hyperscalers and other customers a path to firm, grid-connected power in markets where interconnection queues have become a key hurdle, while supporting ratepayer affordability through the promotion of bring-your-own generation models.
The acquisition of Copia further expands EQT's growing portfolio of AI infrastructure investments in the U.S., which spans data centers, energy, and fiber connectivity through companies including EdgeConneX, Zayo, Cypress Creek Energy, and Scale. EQT is actively encouraging collaboration across this portfolio — connecting power generation, digital infrastructure, and connectivity capabilities to deliver integrated solutions for hyperscalers and utilities. Copia's integrated campus model is a natural complement to these capabilities, and EQT sees meaningful opportunity for Copia to contribute to these collaborations as demand for AI infrastructure accelerates. EQT will support Copia's management team in scaling the platform, advancing priority development projects, and expanding its integrated campuses strategy throughout the U.S.
Ray Henger, CEO of Copia Power, said: "We are excited to partner with EQT as we enter Copia's next phase of growth. Since our founding, we have focused on solving one of the most important challenges facing the U.S. power market: bringing generation, transmission and large-scale load together in a way that accelerates delivery for customers and utilities. EQT's deep infrastructure experience and long-term perspective bring the ideal partner as we continue to scale our platform and develop the energy infrastructure needed to support AI and electrification."
Alex Darden, Partner and Head of EQT Infrastructure Americas, said: "The rapid adoption of AI is transforming infrastructure demand, making energy an increasingly critical enabler of digital infrastructure. Copia has built a differentiated platform at the intersection of these two themes, and we believe it is exceptionally well positioned for long-term growth. We look forward to partnering with the management team to accelerate development, scale the platform, and help build the infrastructure that will support the next generation of AI."
The transaction is subject to customary conditions and approvals. It is expected to close by the end of 2026.
EQT Infrastructure VII is currently expected to be activated and begin charging management fees around year-end 2026. Upon activation, and with the acquisition of Copia Power, EQT Infrastructure VII is expected to be 0-5 percent invested (including closed and/or signed investments, announced public offers, if applicable, and less any expected syndication) based on target fund size and subject to customary regulatory approvals. EQT Infrastructure VI is currently 75-80 percent invested and continues to be in its commitment period, management fees will, following activation of EQT Infrastructure VII, be based on net invested capital.
The information contained herein does not constitute an offer to sell, nor a solicitation of an offer to buy, any security, and may not be used or relied upon in connection with any offer or solicitation. Any offer or solicitation in respect of EQT Infrastructure VII will be made only through a confidential private placement memorandum and related documents which will be furnished to qualified investors on a confidential basis in accordance with applicable laws and regulations. The information contained herein is not for publication or distribution to persons in the United States of America. Any securities referred to herein have not been and will not be registered under the U.S. Securities Act of 1933, as amended (the "Securities Act"), and may not be offered or sold without registration thereunder or pursuant to an available exemption therefrom. Any offering of securities to be made in the United States would have to be made by means of an offering document that would be obtainable from the issuer or its agents and would contain detailed information about the issuer of the securities and its management, as well as financial information. The securities may not be offered or sold in the United States absent registration or an exemption from registration.
Contact
EQT Press Office, [email protected]
This information was brought to you by Cision http://news.cision.com
Frankfurtská burza na začátku obchodování mírně posiluje, index DAX přidává 0,26 %.
Z jednotlivých akcií výrazněji rostou akcie agrochemické a farmaceutické společnosti Bayer (+2,3 %). Firma prodala menšinový podíl v nově vytvořené společnosti provozující její divizi antikoncepčních prostředků investiční skupině Apollo Global Management za 3 mld. EUR a získané prostředky použije na pokrytí narůstajících nákladů na soudní spory týkající se herbicidu Roundup. Firma si zároveň v této nové společnosti ponechá plnou provozní kontrolu.
Index DAX +0,26 % na 25183,15 b. Nejsilnější akcie Změna Nejslabší akcie Změna Deutsche Telekom (DTE) +2,8 % Infineon Technologies (IFX) -2,1 % Bayer (BAYN) +2,3 % Siemens Energy (ENR) -1,3 % HeidelbergCement (HEI) +2,2 % Rheinmetall AG (RHM) -0,9 % Vonovia (VNA) +1,6 % Scout24 SE (G24) -0,7 % Deutsche Bank (DBK) +1,5 % Siemens (SIE) -0,5 % Zdroj: Bloomberg
Michal Šnobl
Fio banka, a.s.
Prohlášení
Související odkazy Frankfurtská burza v úvodu týdne mírně zpevnila Frankfurt uzavírá v plusu Frankfurtská burza v úvodu obchodování posiluje Frankfurt uzavřel první polovinu roku v zelených číslech Frankfurtská burza ve čtvrtek rostla, Bayer po rozhodnutí soudu posílil o více než 18 %
ManpowerGroup Inc. (NYSE:MAN) will release its second quarter earnings report before the opening bell on Thursday, July 16.
Analysts expect the Milwaukee, Wisconsin-based company to report quarterly earnings of 95 cents per share, up from 78 cents per share in the year-ago period. The consensus estimate for ManpowerGroup’s quarterly revenue is $4.73 billion. It reported $4.52 billion last year, according to Benzinga Pro.
On May 8, ManpowerGroup declared a semi-annual dividend of 72 cents per share.
ManpowerGroup shares fell 1% to close at $37.47 on Thursday.
Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.
Considering buying MAN stock? Here’s what analysts think:
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Britská nízkonákladová aerolinka easyJet se přiklonila k převzetí investiční společností Apollo Global, která za firmu nabízí 5,7 miliardy liber. Nabídka převyšuje konkurenční návrh společnosti Castlelake, který vedení aerolinek ještě před několika dny podporovalo. Oznámení tak otevírá prostor pro možný souboj dvou amerických investorů o jednu z největších evropských nízkonákladových leteckých společností.
Britská nízkonákladová letecká společnost easyJet v zásadě souhlasí s nabídkou na převzetí za 5,7 miliardy liber (162 miliard Kč), kterou jí předložila americká firma Apollo Global. Letecká společnost tak odmítla nižší nabídku od konkurenčního zájemce Castlelake. S odkazem na sdělení britské firmy o tom informuje agentura Reuters.
Společnost Apollo nabídla za jednu akcii easyJetu přibližně 7,15 libry. To je zhruba o 3,6 procenta více než poslední vylepšená nabídka od Castlelake.
Podle Reuters by dnešní oznámení easyJetu mohlo znamenat začátek boje o jeho převzetí. Představenstvo firmy uvedlo, že již nemá v úmyslu doporučit návrh společnosti Castlelake ve výši 6,90 libry za akcii, na kterém se přitom obě strany v zásadě dohodly jen několik dní předtím.
"Navrhovaná hotovostní nabídka je pro akcionáře společnosti easyJet výhodnější, neboť nabízí vyšší hotovostní hodnotu než poslední návrh společnosti Castlelake," uvedly společnosti easyJet a Apollo ve společném prohlášení.
Společnost Apollo je povinna předložit závaznou nabídku na převzetí easyJetu do 7. srpna, jinak musí od záměru odstoupit. Castlelake má na předložení nabídky čas do 3. srpna.
EasyJet patří mezi největší letecké společnosti v Evropě. Loni firma přepravila více než 90 milionů cestujících a provozuje přes 1200 linek ve 38 zemích. Založil ji v roce 1995 britsko-kyperský podnikatel Stelios Haji-Ioannou. Ten je stále největším investorem, se svou rodinou vlastní v aerolinkách zhruba 15procentní podíl. Castlelake sídlí v Minneapolisu a je významným investorem v leteckém odvětví. Spravuje aktiva zhruba za 38 miliard USD (přes 803 miliard Kč). Investiční společnost Apollo Global spravuje aktiva v hodnotě přes bilion dolarů a mimo jiné drží podíl i v české realitní skupině CPI Property Group.
Pražská burza otevírá bez větší změny, index PX odepisuje 0,03 %. Nejvýraznější nárůst zaznamenávají akcie Primoco UAV (+1,30 %), Kofola (+0,92 %) a Colt CZ (+0,77 %), stejný růst o 0,77 % vykazuje rovněž Gevorkyan. Naopak nejvíce klesají akcie CSG (-0,73 %), ČEZ (-0,24 %) a Doosan Škoda Power (-0,11 %).
„Spotřebitelské ceny v červnu zpomalily svůj meziroční růst na 1,5 %. Na tomto vývoji se významně podílely ceny pohonných hmot. Nafta se v červnu na čerpacích stanicích prodávala v průměru zhruba za 37 Kč/l a benzín Natural 95 za necelých 40 Kč/l. V případě benzinu Natural 95 to byla nejnižší hodnota od letošního března a v případě nafty od února,“ uvedla Pavla Šedivá, vedoucí oddělení statistiky spotřebitelských cen ČSÚ.
